Five financial advisers with a total of $966 million in assets under management have joined Wells Fargo Advisors' Private Client Group since July.
The advisers joining Wells Fargo Advisors' stand-alone branches departed long-held positions at rival wirehouses UBS Wealth Management Americas and Morgan Stanley Wealth Management.
Courtenay Hathcock, Frederick Rossetter and William “Bill” Black joined Wells Fargo's New York-Penn Center branch from UBS. The advisers have a combined 64 years of experience in the industry and $418 million in assets under management. They report to branch manager Ted Geller.
(See also: InvestmentNews' Advisers on the move.)
Lou Walsh joined the Jacksonville, Fla., branch from UBS. He has 17 years of experience in the industry and $287 million in assets under management. He reports to complex manager Joe Bruno.
Eric Zakarin joined Wells Fargo at the Westfield, N.J., branch from Morgan Stanley. He has 26 years of experience in the industry and $261 million in assets under management. He reports to complex manager Bill Drake.