Washington Wealth Management, a wholly-owned subsidiary of NFP Advisor Services, has added former wirehouse advisors Morrie Symson and David Mizrahi to its platform.
The company said that the two advisors have over 70 years of combined financial service experience and collectively manage approximately US$150 million.
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Symson, who was most recently with UBS, has joined Pacific Point Asset Management, a previously existing WWM-affiliated firm.
Meanwhile, Mizrahi, formerly of Wells Fargo Advisors, has opened his own practice, First Point Financial Management.
Mary Abundo, who previously served as a practice management consultant with Cetera Financial Group, has joined Mizrahi’s practice. Both advisors are based in Woodland Hills, CA.
Rob Bartenstein, CEO of Washington Wealth Management, said: "As more and more advisors look to escape the captive environment of the wirehouse world, we look forward to being able to offer a true hybrid solution, one that is full service and makes independence easy and beneficial for them and their clients."
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