| ON THE MOVE-Wells Fargo FiNet hires advisers from Morgan Stanley | |
| | |
|
Sept 23 (Reuters) - Wells Fargo Advisors Financial Network (Wells Fargo FiNet) said it hired two groups of advisers from Morgan Stanley. The advisers had collectively managed about $1 billion in assets at Morgan Stanley, Wells Fargo & Co's wealth management division for independent financial practices said on Wednesday. The Perry Group, consisting of financial advisers Ronald Perry, John Perry and Robin Johnson, had managed $300 million in combined assets, Wells Fargo FiNet said. Patrick Durham, who managed $25 million in client assets at Morgan Stanley, joined its branch in Boca Raton, Florida, the company said. All four advisers joined on Sept. 11. The team of Jonathan Schlackman, Alan Weintraub and Joshua Zamat joined Wells Fargo FiNet on Aug. 26. The group managed about $700 million in client assets at Morgan Stanley, the company said. Wells Fargo FiNet said it had also hired Kurt Heyduck and Aaron Lucero in Coupeville, Washington. The team -- Terra Firma Wealth Management -- managed client assets worth $179 million, the company said. (Reporting by Sruthi Shankar in Bengaluru)
|
|
| |
ProfileMarket IndicatorsVALUE : Projects & res.Press releasesAnnual reportRISK : Asset profileContact Cpy |
Wells Fargo is a exploration company based in United states of america. Wells Fargo is listed in United States of America. Its market capitalisation is US$ 299.4 billions as of today (€ 279.8 billions). Its stock quote reached its lowest recent point on July 03, 1997 at US$ 10.01, and its highest recent level on April 26, 2024 at US$ 59.91. Wells Fargo has 4 997 319 680 shares outstanding. |