in 2007, according to her BrokerCheck report. Miller, who had been with Morgan Stanley the previous 13 years, started at Invest Financial Corp.

He works with high net worth clients and markets his services to individuals who are selling a business and need advice on asset allocation, according to the source. Wilson, who had spent the last 13 years at Morgan Stanley, started at MML Investors Services in 1996, moved to Compass Brokerage two years later and then to Wells Fargo Advisors in 2006, according to his BrokerCheck report. He had ranked 51st on Forbes’ 2022 list of best-in-state wealth advisors with $884 million in team assets as of April, according to the publication. Todd Lowry, a lead broker on the Monte Sano team who is still at Morgan Stanley, did not respond to a separate request for comment. They produced more than $1 million in annual revenue and joined Merrill on Friday, according to the source.Īt Morgan Stanley, the pair had been part of a larger team called the Monte Sano Group, which has at least 11 members who have remained at the wirehouse, according to their former team page and registration records.Ī spokesperson for Morgan Stanley did not respond to a request for comment. The two-person team consists of 26-year brokerage veteran Lane P. In a sign of its renewed appetite for veteran broker recruiting, Merrill Lynch has reeled in a Morgan Stanley duo managing $180 million in client assets in Huntsville, Alabama, according to a source familiar with the move. (Updated to add detail about Merrill’s community markets program.)

Granted by Michelle Merrill