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
Jeffrey J. TompkinsApril 06, 2015
Jon StevensApril 02, 2015
Ronald Slevin, George Gladman, Jared Stone, Jeffrey TuckerMarch 10, 2015

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