Wells team managing $630 million goes indie with Raymond James
Four advisers in Columbia, South Carolina, form Vision Wealth Advisors.
Four advisers managing $630 million at Wells Fargo Advisors in Columbia, South Carolina, have formed Vision Wealth Advisors and affiliated with Raymond James.
The four — Steelman Ketchum, Shawn Roberts, Mark Sullivan and Michael Schulz — had all spent many years with Wells Fargo and its predecessor firms.
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