Jennifer Daniels, Karen Levy

Adviser/team AUM: $151,000,000

Gross annual production/TTM: $1,330,000

Move Details

Firm leaving Bank of America Merrill Lynch
Firm joining Morgan Stanley Wealth Management
Adviser(s) location

Cincinnati, OH

Date announced December 11, 2013
Transition date December 06, 2013

Latest Moves to Morgan Stanley Wealth Management

Adviser(s) Date announced
Greg DeLong, Chris DeLongSeptember 30, 2014
Tracy A. ChanSeptember 16, 2014
Robert SatterfieldJuly 30, 2014

Disclaimer: The moves in this database come from a number of sources: InvestmentNews and other media reports, press releases, and direct submissions that have been reviewed by InvestmentNews. Any corrections, updates or clarifications should be e-mailed directly to the IN staff.