From Ex-Morgan Stanley Advisor to One of the Biggest Breakaway Stories of 2019

from The Diamond Podcast for Financial Advisors · host Mindy Diamond

Why would a $6B team choose to leave behind the safety of Morgan Stanley - not to mention two-thirds of their assets - to make the leap to independence? Breakaway Jason Fertitta explains how he and his team decided to make the leap, forming RIA Americana Partners, how their high-net worth clients reacted to the news, and much more.

Episode metadata supplied by the publisher feed · Published Sep 17, 2020

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From Ex-Morgan Stanley Advisor to One of the Biggest Breakaway Stories of 2019

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