Wells Fargo Advisors has lured a team of two financial advisors from Morgan Stanley that managed US$300 million in client assets.
The team, which includes Chris O Neil and Joseph Jaensen, will join the firm’s Denver, Colorado office as managing director of investments and senior vice president of investments respectively.
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The team will operate as The Denver Group of Wells Fargo Advisors.
Additionally, a senior client associate, Terri Lo Sasso, will also join the team.
O’Neil has more than 30 years of experience, while Jaensen has 20 years and Lo Sasso practiced for 25 years.
O’Neil started his career in 1983 with Dean Witter Reynolds, while Jaensen joined Morgan Stanley in 1994.
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By GlobalDataO’Neil said: "Wells Fargo Advisors has a strong reputation for providing outstanding service, takes a client-first approach in helping investors pursue their financial goals, and provides a strong charitable commitment to the community."
