Morgan Stanley has recruited three financial advisers from rival firms, Wells Fargo and UBS Wealth, with a total of US$3.7 million in yearly fees and commissions.
Arthur Levine joined Morgan Stanley Wealth Management’s New Jersey office from from Wells Fargo Advisors. In his new role Levine will report to branch manager Peter Christou.
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Levine joined Wachovia in 2004 which later merged with Wells Fargo in 2008. At Wells Fargo, he has generated roughly US$2.4 million in annual production.
Two advisors T. Samuel Coleman Sr and T. Samuel Coleman Jr have joined Morgan Stanley Wealth Management’s California and Washington offices, respectively from UBS Wealth Management Americas.
The Coleman Sr will report to Cynthia Newman, the complex manager in Pasadena, and Coleman Jr will report to Seattle complex manager Alex Burlingame.
The two advisers had a combined annual production of US$1.3 million and managed US$161 million in client assets at UBS Wealth Management Americas.
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