With almost 40 years of combined experience, the team of Bill Duncan and Ziv Ohel left Morgan Stanley Wealth Management to join Ameriprise a little less than two weeks ago.
The two manage around $275 million in assets from their dealings with multi-generational family clients. Ohel reported that they made the move because they liked the budgeting and financial planning offerings at Ameriprise and felt it was a good fit for their team structure as well.
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