People Moves
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.
