Rodney Halvorson says he agreed to join Morgan Stanley only if he could take two wealthy Mexican clients with him. But his ...

What should I know about this firm? Morgan Stanley financial advisors help individuals and families create an investment portfolio, prepare for retirement and plan their estate. Clients can work ...

The Zelin Group and its five advisors made the move after the lead partner, Jonathan Zelin, had been with Merrill for more ...

A former Merrill Lynch financial advisor team that oversaw $700 million left the company to join Morgan Stanley. The Zelin ...

A team of UBS advisors that had managed $2.7 billion in assets has jumped ship to join Morgan Stanley’s new wealth complex in ...