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
Andrew Zimmerman, Edward Nabhan, Alexander Nabhan, Megan Cooney, James McIntyre May 18, 2016
John Gatto, Kenneth Gatto, Matthew Hughes April 18, 2016
Marc Karstaedt April 18, 2016

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