People Moves

Morgan Stanley Nabs Advisors From UBS, Wells Fargo In Three States

Eliane Chavagnon Reporter 13 June 2013

Morgan Stanley Nabs Advisors From UBS, Wells Fargo In Three States

Morgan Stanley Wealth Management has hired three financial advisors from UBS and Wells Fargo in Ridgewood, NJ, Pasadena, CA, and Seattle, WA.

In Ridgewood, Arthur Levine joins Morgan Stanley from Wells Fargo and reports to branch manager Peter Christou. Last year, Levine had a T-12 production of $2.4 million.

Meanwhile, T Samuel Coleman Sr and T Samuel Coleman Jr join the firm from UBS in Pasadena, CA, and Seattle, WA, respectively.

Coleman Sr reports to Cynthia Newman, Pasadena complex manager, while Coleman Jr reports to Alex Burlingame, Seattle complex manager. The team has combined T-12 production of $1.3 million and prior assets of $161 million.

In a similar move last week, Morgan Stanley Wealth Management recruited advisors in Plantation, FL, and Miami, FL, from Wells Fargo and UBS respectively.

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