People Moves
MSSB Adds Several Veteran Advisors From UBS, Merrill, Wells Fargo

Morgan Stanley Smith Barney has expanded its US advisor force with the addition of seven veteran advisors and one team, who collectively previously managed some $1 billion for clients.
Morgan Stanley Smith Barney has expanded its US advisor force with the addition of seven veteran advisors and one team, who collectively managed approximately $1 billion in client assets at their former firms, Family Wealth Report can confirm.
Keith Munera and John Wildemore join MSSB’s Berwyn, PA, office from UBS Wealth Management Americas, reporting to branch manager Anthony Favoroso. At UBS they managed $315 million in client assets and generated over $3 million in annual production last year.
Meanwhile, Christopher Agnew, Gary Hewitt and Darrell Henricksen join the Davenport, IA, office from Merrill Lynch. The trio previously managed over $300 million in client assets. They report to branch manager Nathan Stoffregen.
In Florida, Angel Colina - latterly of Wells Fargo Advisors - joins MSSB’s Miami office, where he reports to complex manager Kevin McCarty. At Wells, Colina managed $240 million in client assets.
Mark Ralston joins the firm’s Wichita, KS, office, reporting to branch manager John Dunlop. Ralston is formerly of LPL Financial, where he managed $143 million in client assets and generated $1.5 million in annual production last year.
Finally, the Zaft McKinney Group, comprised of Matthew Zaft and Connor McKinney, join MSSB's Washington, DC, office from Merrill Lynch. The team reports to complex manager Michael Maurer.