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 January 11, 2013

Latest Moves to Bank of America Merrill Lynch

Adviser(s) Date announced
John Uriostegui, Rod NakamotoNovember 28, 2016
Jason Weese, Mark Harris, Todd Kelly, Matt Bridge, Kristen Buxton, Alan Lubner, Jim Ferguson, Traci BumpusOctober 07, 2016
Brad Weinman September 26, 2016

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