Adviser/team AUM: $74,000,000
|Firm leaving||Morgan Stanley Wealth Management|
|Firm joining||Ameriprise Financial|
Downers Grove, IL
|Date announced||June 13, 2014|
|Transition date||February 28, 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.
Sponsored by Lincoln Financial Group