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
Jim Ertmann, Ben Foster July 29, 2015
David MunozJuly 29, 2015
Peter Kong, John ShawJuly 28, 2015

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