Morgan Stanley Wealth Management

Craig Schmell says the firm terminated him because of alcohol and drug addiction issues he had 30 years ago.

Most of the new hires came from Wells Fargo, which has suffered from advisor attrition over the past year.

Growing up in a house full of doctors, Mihir Patel was expected to follow in his family’s footsteps. He didn’t.

Fulvio Urbinati’s book of business includes clients in Chile and Peru, the U.S. and France.

After weathering the industry’s upheaval in the financial crisis, Adam Merino now co-leads a team serving about 35 ultrahigh-net worth families.

Keith Apton got his first taste for finance while still in college.

“I believe in paying it forward in a multitude of ways,” Nick Kavallieratos says.

The firm says former employee John Lockette agreed to have disputes heard in a private forum when he did not take advantage of an opt-out provision.

Richard Frick had overseen the wirehouse's Philadelphia operations since 2011.

Despite an impressive performance, Morgan Stanley's CEO is not preparing to raise profitability targets.