Wells Fargo Advisors LLC has landed two teams of financial advisers managing nearly half a billion dollars in assets, a spokeswoman for the firm said last Monday.
Scott Dickerson, Darrell Jones and John Phillips joined the Wells Fargo Advisors branch in Salt Lake City from UBS Wealth Management Americas, where they had $1.98 million in production on $219 million in assets, according to Erica Van Ross, a Wells spokeswoman.
A UBS spokesman declined to comment.
A father-and-son team, Michael and Wes Climer, respectively, joined Wells Fargo in Charlotte, N.C.
The Climer Wealth Management Group managed $220 million in clients' assets and drew $1 million in fees and other revenue over the past 12-month period at Bank of America Merrill Lynch, Ms. Van Ross said in a statement.
A spokeswoman for Merrill confirmed the departure.