Career moves

Plus: A Morgan Stanley grab totals $410 milllion in combined AUM and more than 30 other job changes.

The new exec will advise wealthy individuals and families on tax and estate planning, investing, private banking, financial reporting and fiduciary services.

The planner, joining from Robertson Stephens, also has worked for UBS and Merrill Lynch.

The new recruit, who started with the wirehouse's predecessor firm Smith Barney, has been in the industry since the late 1990s.

The executive suite transition has been years in the making.

One of the recruits has more than two decades of experience.

The group is led by a veteran adviser who started her career in the late 1980s.

The recruit leaves a team led by a past On Wall Street Top 40 Under 40 adviser.

The recruit oversaw $110 million in client assets while working for the wirehouse, according to the regional firm.

The new recruits previously generated $1.5 million in annual revenue at UBS, according to the regional brokerage firm.