Pat Callaghan, Alan Fishman, Bernard Neuman, Jonathan Neuman, Tom Puccinelli, Stan Slovin, Lisa Su, Irene Kapusciarz, Melissa Vald

Adviser/team AUM $700,000,000
Firm joining Wells Fargo Advisors
Firm leaving Morgan Stanley
Adviser(s) location Deerfield, IL
Date January 16, 2015

Latest Moves to Wells Fargo Advisors

Adviser(s) Date
Doug HaskinJanuary 16, 2015
Eric G. Johnson, Brooks CollinsJanuary 16, 2015
Ryan Bibler, Vince Finney, Myron Shaffer, and Joe PanfilJanuary 16, 2015

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