Wells Fargo Snags $300 Million Team

Wells Fargo Advisors grabbed a Morgan Stanley advisor team that managed $300 million in client assets.

With these latest additions, Wells Fargo has recruited more than a dozen advisors that managed more than $2 billion in client assets so far this summer.

The new recruits include advisors Chris O’Neil and Joe Jaensen, as well as senior client associate Terri Lo Sasso. The team joined Wells Fargo's Denver office this week, and operates as, "The Denver Group of Wells Fargo Advisors."

O’Neil has more than three decades of experience in wealth management, having started his career in 1983 with Dean Witter Reynolds, according to FINRA records.
Jaensen joined Morgan Stanley in 1994, staying with the firm until this month.

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