![]() ![]() Todd Lowry, a lead broker on the Monte Sano team who is still at Morgan Stanley, did not respond to a separate request for comment. They produced more than $1 million in annual revenue and joined Merrill on Friday, according to the source.Īt Morgan Stanley, the pair had been part of a larger team called the Monte Sano Group, which has at least 11 members who have remained at the wirehouse, according to their former team page and registration records.Ī spokesperson for Morgan Stanley did not respond to a request for comment. The two-person team consists of 26-year brokerage veteran Lane P. ![]() In a sign of its renewed appetite for veteran broker recruiting, Merrill Lynch has reeled in a Morgan Stanley duo managing $180 million in client assets in Huntsville, Alabama, according to a source familiar with the move. (Updated to add detail about Merrill’s community markets program.) ![]()
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