Morgan Stanley Wealth Management has hired advisers from Wells Fargo Advisors, Stifel, Nicolaus & Co to bolster its presence in New York and Tennessee, according to Reuters.
According to the publication, adviser Paul Bagnato joined Morgan Stanley’s team in New York from Wells Fargo Advisors.
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Bagnato, who had been associated with Wells Fargo Advisors for more than a decade, managed $165 million in client assets at the firm and generated $1.7 million in annual revenue last year. He will be based in Mount Kisco office and will report to branch manager Mark Willis.
Adviser Alissa Carloss moved to Morgan Stanley In Tennessee team from Stifel, Nicolaus & Co. She had been with Stifel since late 2009 and managed $135 million in client assets at the firm, according to the Reuters’s report.
She joined Morgan Stanley’s Jackson office, where she reports to Little Rock complex manager John Terry.
Both the new additions joined Morgan Stanley Wealth Management as senior vice presidents.
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