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Morgan Stanley Nabs Advisors From UBS, Wells Fargo In Three States
Eliane Chavagnon
13 June 2013
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.