Morgan Stanley rep managing $150 million opts for B. Riley

Morgan Stanley rep managing $150 million opts for B. Riley
David B. Whitacre joins the firm in Chicago after a decade with the wirehouse.
DEC 06, 2022

David B. Whitacre, who managing $150 million at Morgan Stanley in Chicago, has joined B. Riley Wealth as a financial adviser and senior managing director, investments.

Whitacre spent a decade at Morgan Stanley after owning and operating a mortgage services company.

B. Riley Wealth said Whitacre specializes in retirement planning, estate planning strategies, portfolio management, investment advisory, long term care insurance, and wealth preservation.

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