Advisors on the Move
Wells Fargo Plucks $348M Advisor Team From Morgan
Read more:
Wells Fargo Plucks $348M Advisor Team From Morgan
Merrill Lynch Duo Moves Over to Wells Fargo Advisors
Advisors Travis Barr and Marco Cisneros, along with financial consultant Mallory Brady, joined Wells Fargo's office in Seal Beach, Calif., a suburb of Los Angeles.
Read more: Merrill Lynch Duo Moves Over to Wells Fargo Advisors
Raymond James Plucks Exec From Merrill
Read more: Raymond James Plucks Exec From Merrill
Abbot Downing Hires Consultant For Client Education
In her new role, Shipley will report to Arne Boudewyn, head of Family Dynamics and Education at Abbot Downing, which has more than 600 high-net-worth clients and $37.9 billion in assets.
Read more:
Image: Jill Shipley
Raymond James Lands Morgan Stanley Advisor
Read more:
Raymond James Lands Morgan Stanley Advisor
Image: James L. Switzer, Eric M. Cobb and Kathy Coley.
Ex-Merrill Advisor Joins Abbot Downing
Read more:
Ex-Merrill Advisor Joins Abbot Downing
Janney Hires 2 Wells Fargo Advisors
Read more:
Janney Hires 2 Wells Fargo Advisors
Former Raymond James Advisor Joins Small Regional Firm
Read more:
Former Raymond James Advisor Joins Small Regional Firm
Benjamin Edwards Lands Wells Fargo Team
The team, now called Rosenbloom Wealth Management Group, joins Benjamin Edwards in Lake Oswego, Ore., just south of Portland where the firm has its only other office in the state.
The new recruits include father and son advisors Robert and Trent Rosenbloom, as well as senior registered financial associate Angela OCurran.
Read more:
Benjamin Edwards Lands Wells Fargo Team
Waddell & Reed Recruits 11 Advisors
Read more:
Waddell & Reed Recruits 11 Advisors