MS · News · 20261102N

Wealth Management Team Recruitment

MORGAN STANLEY · 2026-11-02 · Importance 34 · Surprise 42

Five financial advisors from Merrill Lynch and RBC Wealth Management-U.S. joined Morgan Stanley to form The Bell Coast Group. The team brings more than $3 billion in assets under management and includes Antonio P. daRoza, Timothy J. Cecchin, Travis A. Townsend, Adam M. Cline, and Sharam F. Pavri. Six support staff also joined the group, and many team members previously worked at Morgan Stanley or Smith Barney.

Key facts

• Five financial advisors from Merrill Lynch and RBC Wealth Management-U.S. joined Morgan Stanley, forming The Bell Coast Group with over $3 billion in assets under management; six support staff also joined. source