UBS ushers in $220 million Wells Fargo rep

Garth Allan, who managed $220 million at Wells Fargo, has joined the Newport Beach, California, office of UBS Wealth Management.

Allan, who had been with Wells Fargo for 11 years, makes the move with his service associate Catherine Rusk. Earlier, he spent four years with Edward Jones.

In his practice, Allan focuses on delivering personalized investment planning and comprehensive wealth management advice to high-net-worth and ultra-high-net worth clients, UBS said in a press release.

Related Topics: Advisers On The Move, UBS Wealth Management, Wells Fargo