Robert Brien, Michael Kazacos, Keith Baier and Christopher LaFountain joined Wells Fargo in Pittsford, New York. The team from Morgan Stanley reports to branch manager Joe Tobin. They had previously generated US$3.1 million in fees and commissions and US$320 million in AUM and is the largest team of financial advisor hires at Wells Fargo.
Tim Sheridan from Raymond James has been hired as a manager for Wells Fargo’s New York office. As a manager, Sheridan would be managing 19 financial advisors with US$24 million in production and will report to New York market manager Tom Isaacs.
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Additionally, the bank added Thomas Bird and Kenneth Barkman in Annapolis, who will report to Bill Rogers, the market manager. The team together had US$1.6 million in annual production and managed US$250 million in client assets.
The San Rafael office at California sees Terrance Feeney joining from Morgan Stanley, where he had US$767,000 in fees and commissions and oversaw US$111 million in client assets. He reports to branch manager Tomm Hudson.
Ronald Winski from Merrill Lynch joins the Wells Fargo financial advisors team at Charlotte, North Carolina. Winski previously had US$530,000 in fees and commissions and US$106 million in client AUM. He reports to market manager Joel Glasco.
In Beverly Hills, California, Michael Greer joins from Merrill Lynch where he had previously managed US$183 million in client AUM. He reports to branch manager Prateek Amar.
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