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
Aaron Dykas, Lisa SchafferApril 06, 2017
Michael Greenstone, John Araneo, Margie Manning, Anita Srivastava March 23, 2017
Juliano de SouzaMarch 08, 2017

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.