Combine self-confidence, advanced expertise and doggedness with infectious enthusiasm and you have Ed Slott.
As a young CPA going out on his own, Mr. Slott wanted to find a way to differentiate himself. When new, complicated tax laws on IRAs were rolled out in 1986, he saw an opportunity.
“I
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The two groups were among several former First Republic teams whose exits from J.P. Morgan were announced Friday.
The company is acquiring the Individual 401(k), Multi-SEP, and SIMPLE IRA plan businesses from Vanguard.
South Florida-based advisor had been overseeing $105 million in client assets at Wells.
