Ex-Morgan Stanley FA Stops Trying to ‘Move Big Boulders’ over ‘Tiny Glacier’By Murray Coleman February 23, 2017After nine years at Morgan Stanley, advisor Todd Sherman left last week to join Raymond James’ employee channel. At the wirehouse, his Mount Laurel, N.J.-based team managed more than $460 million and produced annual revenue of about $5 million. Also taking part in the move are his partners Jason Sobin, Michael Francisco, and Brian Baskin. Over the course of his three decades in wealth management, Sherman has also worked at Merrill Lynch and UBS.

Source: Financial Advisor IQ – Ex-Morgan Stanley FA Stops Trying to ‘Move Big Boulders’ over ‘Tiny Glacier’