Subscribe

Morgan Stanley snags national sales director Jeffrey Tucker from Merrill Lynch

Industry veteran will start at Morgan in the third quarter

Morgan Stanley has recruited Jeffrey Tucker from cross-town rival Merrill Lynch as its new national sales manager.

Mr. Tucker is a financial services industry veteran who most recently held a regional director role of metro New York at Merrill.

Prior to that, he led Merrill’s flagship complex on Fifth Avenue for more than five years. His experience dates back 20 years since beginning his career as a financial adviser.

He will start working at Morgan Stanley during the third quarter, according to a company spokeswoman, where he will report to Jim McCarthy, head of national sales.

Six regional sales managers will report to Mr. Tucker.

Related Topics: ,

Learn more about reprints and licensing for this article.

Recent Articles by Author

Are AUM fees heading toward extinction?

The asset-based model is the default setting for many firms, but more creative thinking is needed to attract the next generation of clients.

Advisors tilt toward ETFs, growth stocks and investment-grade bonds: Fidelity

Advisors hail traditional benefits of ETFs while trend toward aggressive equity exposure shows how 'soft landing has replaced recession.'

Chasing retirement plan prospects with a minority business owner connection

Martin Smith blends his advisory niche with an old-school method of rolling up his sleeves and making lots of cold calls.

Inflation data fuel markets but economists remain cautious

PCE inflation data is at its lowest level in two years, but is that enough to stop the Fed from raising interest rates?

Advisors roll with the Fed’s well-telegraphed monetary policy move

The June pause in the rate-hike cycle has introduced the possibility of another pause in September, but most advisors see rates higher for longer.

X

Subscribe and Save 60%

Premium Access
Print + Digital

Learn more
Subscribe to Print