Beverly Hills Wealth Management, a boutique investment advisory firm, has expanded its presence in California by adding a team of two veteran advisors from Morgan Stanley.
The Sullivan Wealth Management team consists of Brad Sullivan and Ed Bunting. Both the advisors have managed about US$110 million in client assets at Morgan Stanley Wealth Management.
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Prior to joining Morgan Stanley, Sullivan had worked at PIMCO and Wachovia Securities. He is the son of Fox Business personality Tom Sullivan of The Tom Sullivan Show.
Sullivan is joined by partner Ed Bunting, who heads the Financial and Estate Planning aspects of the team, which focuses on helping business owners to align business assets with personal wealth.
John Stuart, chief information officer of Beverly Hills Wealth Management, said: "We are creating an exclusive partnership of seasoned, top-tier advisory professionals concerned with the turmoil and waste in their current operating environment. BHWM is an advisory firm consisting of wealth managers who are owners of the business and contribute to the creative and intellectual process."
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