Advisors on the Move: Wells Fargo Picks Up Three Advisors With Almost $500 million AUM
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Wells Fargo Picks Up Three Advisors With Nearly $500M AUM
The three advisors are veterans of the industry. Gary Parese and Tom Nolan each have about three decades of experience. Tom Nolan has twenty years of experience.
Market Manager Christopher Calabrese is the hiring manager.
Raymond James Lands Merrill Team With Almost $200 AUM
The former Merrill team, known as Astle Invesetment Managers, will join Raymond James at the firms new San Diego office, according to Kevin Monaco, branch manager. The team is a family affair, comprising Joanne Astle, her son Nick and husband Mike, and also Sarah Wilfbank, the teams senior registered sales assistant.
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Image: Bottom row: Joanne Astle, Sarah Wiltbank; Top row: Mike Astle, Nick Astle
RBC Appoints Leader for International Wealth-USA Unit
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Image: Mary Sumners
Wells Fargo Names Manager of Chardon, Ohio Office
Paolo has 25 years of experience in the financial services industry, and has worked at Wells Fargo since 2012. She is a trustee of Geuga County United Way. Paolo is a graduate of Hiram College and holds a masters of business administration from Lake Erie College.
Image: Susan Paolo
Raymond James Grabs Morgan Stanley Team With More Than $1.3M Production
The Boggs Huffman Wealth Management Group, comprised of advisors David Huffman and Aimee Boggs, will join Raymond James office in Ponte Vedra Beach, Fla. The team managed more than $180 million in assets under management while at Morgan Stanley.
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Baird Picks Up RBC Branch Manager for Its San Francisco Office
Roche, previously with RBC Wealth Management, will oversee 11 employees in his new role. While at RBC, he was a complex manager for San Francisco and Northern California. He is a graduate of Tulane University.
Image: Francis Roche
Wells Fargo Adds to Its Executive Team
Vorlop has been named head of Products and Advice, and Nadreau will lead Innovation and Business Strategy, according to Mary Mack, president of Wells Fargo Advisors.
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Image: Bob Vorlop and Joe Nadreau
Janney Lands Veteran Merrill Advisor
Lutschaunig, a $1 million a year producer and 21-year industry veteran, managed around $250 million assets while at Merrill. Joining him at Janney will be senior registered private client assistant Patricia Coluccio.
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Image: Martin Lutschaunig and Patricia Coluccio
Advisor-Brothers With $210 AUM Leave Merrill for Raymond James
The team operates as the Salvetti Group Family Wealth Advisors, with offices in Stockton and Sacramento, Calif. The Salvetti brothers come from Merrill Lynch where they had $1.1 million in production and almost $210 million in client assets.
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