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In the News

Morgan Stanley Hires $1 Billion-Asset Texas Team from UBS

Posted by Wendy Leung

September 24, 2019
By Vicky Ge Huang

The team of Jeff Parker and Rafael Herrera, who spent their entire two-decade brokerage careers with UBS and predecessor PaineWebber, left Friday for the elite private wealth unit of Morgan Stanley that houses about 250 teams serving very wealthy investors.

The advisors, whose arrival was announced in a press release from Houston complex manager Michael Wesbrooks, were managing about $1 billion, said a person familiar with their practice.

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About Wendy Leung

Senior Consultant – Wendy's goal is simple: To leverage a comprehensive understanding of the industry landscape today and forces that will change it tomorrow, to guide advisors to opportunities where they can achieve long-term success for their business, clients and families. Learn more...

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