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
Margaret M. TowleDecember 19, 2014
Mario FrattoDecember 10, 2014
Heath McGallion, Christopher Davis, Stan Davis, Hugh Hawkins December 10, 2014

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