Merrill Snags $1.5 Billion Morgan Stanley Advisor in Colorado

A Morgan Stanley lifer managing $1.5 billion in property left Tuesday to affix Merrill Lynch in Boulder, Colorado, in accordance with a spokesperson for the hiring agency. 

Todd N. Hatfield produced $4.three million in annual income, in accordance with a supply near the hiring agency. He joined Merrill with three consumer associates, together with his spouse Melissa Hatfield, Jennifer Feeney and Susan Mohacey. The crew stories to Mountain Plains Market Govt Ivette Plaza. 

At Morgan Stanley, Hatfield had been a part of the Foothills Group, which included two junior brokers, in accordance with a Forbes rating this yr. They each stay at Morgan Stanley, in accordance with registration information. 

Hatfield, who didn’t reply to a request for remark, first registered with Morgan Stanley in 1999, moved to Smith Barney in 2001 and remained in his seat following its sale to the wirehouse, in accordance with BrokerCheck. 

A Morgan Stanley spokesperson additionally didn’t instantly reply to a request for remark. 

The Merrill spokesperson additionally highlighted two different hires this week. In New Hampshire, Merrill landed 32-year veteran James C. Bee, who managed $131 million in property at Morgan Stanley. In Texas, 30-year dealer R. David Parrish joined Merrill from Wells Fargo, the place he managed $125 million in property.

Final month, Merrill added a veteran Morgan Stanley supervisor to assist oversee branches in Connecticut, western Massachusetts and parts of New York. The wirehouse additionally reeled in a UBS Wealth Administration USA crew managing $460 million in Tennessee.

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