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In the News

Morgan Stanley nabs $6.5B Merrill Lynch private wealth team

Posted by Mindy Diamond

Investment News

By Mason Braswell

Morgan Stanley Wealth Management has kicked off the recruiting year with the high profile hire of a trio of elite Bank of America Merrill Lynch advisers in Chicago.

Veteran Merrill advisers Linda J. Stephans, Kristina Van Liew and Erik Oiler, who led a team of nine as part of Merrill Lynch’s Private Banking and Investment Group, a specialized unit for around 150 teams working with ultra-wealthy clients, jumped to Morgan Stanley on Friday, according to registration records with the Securities and Exchange Commission.

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About Mindy Diamond

CEO – By counseling advisors on how to ask the right questions and “dig deep”, she helps them look at all of the opportunities available to find the one that allows them to reach their full potential. That is, to best serve their clients and live a life that is in sync with their own beliefs and values. Learn more...

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