Broker with more than two decades of experience at Morgan Stanley joins Rockefeller’s fledgling Boca office and 39-year California advisor signs on with RayJay’s Alex. Brown.
Chicago broker dismissed from Morgan Stanley’s private client unit after he was pictured in an inappropriate social media posting lands at Raymond James’ high-net worth Alex. Brown unit.
Trio with 106 years of experience left Wells Fargo for RayJay’s Alex. Brown UHNW division, while seven-person UBS team opens a Kansas City for Raymond James and Associates.
The expanding New York firm led by former wirehouse executive Greg Fleming nabs its first Houston advisor and also on Friday hired a $1.5-million broker in Atlanta from Morgan Stanley.
The high-net-worth division of Raymond James nabbed UBS broker who oversaw $110 million of client assets, while a wirehouse veteran in the Midwest who was with Wells for almost 15 years went independent with Ameriprise.