A former Morgan Stanley team which oversaw $195 million in client assets has moved to Wells Fargo Advisors, the firm said.
The team, led by Brian Stevenson and Jay Knapp, joined Wells Fargo’s office in Dublin, Ohio. Operating as the Stevenson Group, the team will report to Dublin branch manager Lucas Koffler and Columbus complex manager Jeremy Seck. Also on the team is Ryan Connell, Kim O’Hara Cristofoli, Robert Stevenson and Julie Kayser.
Stevenson's career goes back to 1988 when he started out with Merrill Lynch, according to FINRA BrokerCheck records. He then moved to Morgan in 2007. Knapp had been with the wirehouse since 2011, BrokerCheck records show.
Connell, who started in the business in 2008, did stints at NYLIFE Securities and Huntington Investment before landing at Morgan in 2012.
Cristofoli has been in the industry since 1988, working first for Shearson Lehman Hutton and staying on with the firm when it became Shearson Lehman Brothers. She later worked for Merrill Lynch for eight years and joined Morgan in 2014.
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