Washington Wealth Management (WWM) tapped two financial advisors – Michael Lee and Nancy Tuininga – from Morgan Stanley and Wells Fargo Advisors, respectively who collectively manage US$200 million in client assets.
Lee will join the firm’s Westport, Connecticut-based WWM affiliate Pacilio Wealth Management, while Tuininga’s practice will join WWM as a standalone independent practice based in San Diego.
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Tuininga’s practice, Prosperity Point Wealth Management, provides a personalized approach to managing and advising high net worth individuals and their families.
The new hires will boost the WWM’s total assets under advisement to approximately $1 billion.
Lee said: "WWM provides that ideal blend of both, in delivering to advisors the platforms and practice management insights they need in order to operate on a scalable basis, but with true independence along with a complete focus on client service."
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