William Terrell

Adviser/team AUM: $137,000,000

Move Details

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

San Francisco, CA

Date announced February 14, 2013
Transition date January 11, 2013

Latest Moves to Bank of America Merrill Lynch

Adviser(s) Date announced
Christopher Carbone, Charles Sergewick November 24, 2014
Edward J. ViolaNovember 24, 2014
Richard Zinman November 24, 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.