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 January 11, 2013
Transition date January 11, 2013

Latest Moves to Bank of America Merrill Lynch

Adviser(s) Date announced
Nicole Primack Andres November 02, 2015
Lee Rosen, Elana Gofman, Karen Levy October 16, 2015
Deborah Briskin, Chris Underhill, Brian BelakOctober 15, 2015

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.