San Francisco-based First Republic Bank has scooped up a top California producer from Morgan Stanley Wealth Management, according to multiple sources familiar with the matter. Cheryl L. Young, whose team is based in Los Gatos, gave notice on Monday and is expected to officially join First Republic following a 90-day “garden leave” transition period that
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Rockefeller Capital Management has pulled another high-producing team from its larger wirehouse competitors, this time nabbing a $4.1 million family team from Morgan Stanley in Atlanta. The five-person team managed $650 million in assets and is led by Michael Scarbrough, who spent the last 35 years of his 38-year career with Morgan Stanley and predecessor
March 10, 2022 HICKORY, NC – Winthrop & Co. formally announces Mrs. Christiana Lovelace, AAMSⓇ has opened an independent financial firm Diamond Pointe Financial, a subsidiary of LPL Financial, one of the largest independent broker-dealers in the country. Christiana has built an impressive niche portfolio due to the unique nature of furniture manufacturing in Northwest