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Morgan Stanley WM Adds Advisor Teams From Edward Jones, UBS
Eliane Chavagnon
23 October 2013
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.