Large $650M Morgan Stanley FA Team Goes Indie
By | January 25, 2019A team of financial advisors has left Morgan Stanley to launch their own RIA, the new company says. Jericho, N.Y.-based Opal Wealth Advisors, founded by Lee Korn, Jesse Giordano and Joseph Filosa, offers financial planning, investment management, performance coaching and estate, business and tax planning, according to a press release from Opal.
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