MORGAN STANLEY · 2026-11-04 · Importance 34 · Surprise 42
Morgan Stanley recruited two financial advisor teams from Merrill Lynch and RBC Wealth Management to establish the Bell Coast Group in San Francisco. The advisors previously managed more than $3 billion in assets at their former firms. The recruitment expands Morgan Stanley’s advisor presence and asset-management capabilities in the region.
Key facts
Morgan Stanley recruited two financial advisor teams from Merrill Lynch and RBC Wealth Management to form the Bell Coast Group, a new practice in San Francisco. source
The recruited advisors had managed over $3 billion in assets at their former firms. source