Morgan Stanley Smith Barney recruited six financial advisors Friday, mostly from its closest industry rival Merrill Lynch.
Team members Joseph Viviani and Robert Digregorio joined the company’s office in Melville, N.Y. They will report to Complex Manager Dino Carfora. They came from Merrill Lynch, where they managed $398 million in client assets, and had combined production of $2.1 million.
Meanwhile, Rosalie Schlaen and Izhar Shefer joined MSSB's operation in Aventura, Fla. They also came from Merrill Lynch, where they oversaw assets of $177 million and generated $1.3 million in production. They will report to Complex Manager Bill Van Scoyoc.
Also from Merrill Lynch, David Cohen joined in Melbourne, Fla. He will report to Branch Manager Sue Kahn. Cohen had assets $150 million and production of $1.6 million.
Finally, Keith Cline joined MSSB' in Fort Myers, Fla., from Raymond James. He will report to Branch Manager Thomas Wielgos. Previously, Cline had $73 million in assets and $1.1 million in production.
A few weeks earlier, MSSB announced seven new recruits from UBS, Chase Investment Services, and independent shop Ingalls & Snyder.
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