Wells Fargo Advisors has lured a team of two financial advisors from Merrill Lynch advisors that managed US$227 million in client assets.
The team, which includes Travis Barr and Marco Cisneros, will join the firm’s office in Seal Beach, California.
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Additionally, financial consultant Mallory Brady will also join the team.
Barr began his career at Merrill in 2003, while Cisneros joined Merrill Lynch from Bank of America Investment Services in 2006. Cisneros started his career at Citicorp Investment Services.
Till date, Wells Fargo has lured advisors managing more than US$850 million in assets from Merrill Lynch and Morgan Stanley.
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