Nandi Gunning, who managed $430 million at Morgan Stanley, has joined The CMW Group, a trio of advisers at Merrill Private Wealth Management in San Francisco that manages $2.5 billion in client assets.
The CMW Group also has an office in Columbus, Ohio. Its other advisers are Anthony Canini, John Myers and Andrew Wages.
Gunning spent eight years with Morgan Stanley. Earlier, she was a principal consultant at a global consulting firm and a senior equity analyst for a single-family investment office in San Francisco. She started as an auditor at PriceWaterhouseCoopers.
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It’s the second time in as many years regulators have penalized Centaurus Financial for lack of compliance with Reg BI.
AI Teammate is embedded within Wells Fargo’s Advisor Gateway desktop platform.
Elsewhere, Ameriprise added a $470 million Wells team in New York, while an ex-Morgan Stanley advisor bolsters UBS' Austin, Texas office.
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