People Moves

Morgan Stanley WM Adds Advisor Teams From Edward Jones, UBS

Eliane Chavagnon Deputy Editor - Family Wealth Report 23 October 2013

Morgan Stanley WM Adds Advisor Teams From Edward Jones, UBS

Morgan Stanley Wealth Management has recruited two financial advisory teams in Oklahoma and Kentucky from Edward Jones and UBS respectively. 

Ted Bowling and Aaron Bowling join Morgan Stanley’s Oklahoma City, OK, office from Edward Jones. They report to Steven Kirkland, branch manager, and previously managed $344 million in assets.

Meanwhile, Robert Schneider joined the firm’s Louisville, KY, office from UBS. Schneider is joined by his partner Paige Abner-Peden, along with group administrator, Stephanie Valsted, and senior registered associate Anne Cheaney.

The Schneider Wealth Management Group previously managed $334 million in assets and at Morgan Stanley reports to complex manager Frank Roccisano.  

Register for WealthBriefing today

Gain access to regular and exclusive research on the global wealth management sector along with the opportunity to attend industry events such as exclusive invites to Breakfast Briefings and Summits in the major wealth management centres and industry leading awards programmes