Jason Weese, Mark Harris, Todd Kelly, Matt Bridge, Kristen Buxton, Alan Lubner, Jim Ferguson, Traci Bumpus

Adviser/team AUM $2,340,000,000
Firm joining Bank of America Merrill Lynch
Firm leaving Morgan Stanley Wealth Management
Adviser(s) location Bellevue, WA
Date October 07, 2016

Latest Moves to Bank of America Merrill Lynch

Adviser(s) Date
Dale E. ReedOctober 07, 2016
Lynn BrandenburgOctober 07, 2016
Ruggero Borletti, Sabrina PrasilOctober 07, 2016
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