The new recruits had joined the firm in late July and early August and have come from UBS Wealth Management Americas, Bank of America’s Merrill Lynch, Wells Fargo Advisors and LPL Financial.
Advisors Keith Munera and John Wildemore have moved to Morgan Stanley Smith Barney from UBS Wealth Management Americas where they had managed US$315 million in client assets at UBS and generated more than US$3 million in annual production in 2011.
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Wildemore was with UBS wealth management for more than four decades after starting in 1969 at Paine Webber, which was later acquired by UBS.
Both Wildemore and Munera have joined Morgan Stanley Smith Barney’s Berwyn office, where they report to branch manager Anthony Favoroso.
Further, in Iowa, advisers Christopher Agnew, Gary Hewitt and Darrell Henricksen have joined Morgan Stanley Smith Barney from Merrill Lynch, the brokerage owned by Bank of America. The advisers together managed more than US$300 million in client assets at Merrill.
The trio has joined Morgan Stanley Smith Barney’s Davenport office, where they report to branch manager Nathan Stoffregen.
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By GlobalDataIn Florida, adviser Angel Colina has joined Morgan Stanley Smith Barney from Wells Fargo Advisors and Colina had been at Wells for more than a decade and has managed US$240 million in client assets at the firm.
Colina, who generated more than US$2 million in annual production in 2011 joined Morgan Stanley Smith Barney’s Miami office, where he reports to complex manager Kevin McCarty.
Advisor Mark Ralston has been appointed in Kansas. Previously Ralston was with LPL Financial where he had managed US$143 million in client assets and generated US$1.5 million in annual production in 2011. He will report to branch manager John Dunlop.
