Individuals with $150M or more in AUA
$150M to $250M
Anthony Cristiano
Morgan Stanley Smith Barney
New York, NY
Howard H. Daher
Daher Capital Group, LLC
Wellington, FL
Charles Drew
Merrill Lynch
Washington, DC
Robert C. Lawton
Graystone Consulting
Madison, WI
Ian McDade
Merrill Lynch
Roanoke, VA
Kenneth J. Nersesian
Merrill Lynch
New York, NY
Thom Shumosic
Retirement Planning Specialists
Wilmington, DE
Erik K. Tappin
Morgan Stanley Smith Barney
Carlsbad, CA
Andrew R. Wilshinsky
Morgan Stanley Smith Barney
New York, NY
Edward "Ken" Winslow
Morgan Stanley Smith Barney
Silverdale, WA