MORGAN STANLEY · 2026-11-06 · Importance null · Surprise null
A five-lead-advisor Merrill Lynch team managing nearly $6 billion in assets joined Morgan Stanley in Newport Beach, California. The Barnett, Coon, Armitage, Leach and Moore Group also includes two additional advisors and support staff. The move continues reported advisor departures from Merrill Lynch to Morgan Stanley and adds to the firm’s advisor recruiting activity.
Key facts
A Merrill Lynch team managing nearly $6 billion in assets moved to Morgan Stanley in Newport Beach, California. source
The Barnett, Coon, Armitage, Leach and Moore Group joined Morgan Stanley earlier that week; it comprised five lead advisors, two additional advisors, and support staff. source