Wells Fargo trio managing $225 million moves to RIA
Bratton DuBose, Daniel Bettencourt and Rebecca Damann join Ashton Thomas Private Wealth in Bozeman, Mont.
Bratton DuBose, Daniel Bettencourt and Rebecca Dammann, who managed $225 million at Wells Fargo Advisors in Bozeman, Mont., have opened an office there for Ashton Thomas Private Wealth, an RIA firm based in Scottsdale, Ariz.
[More: See more adviser moves in InvestmentNews’ Advisers on the Move database.]
Mr. DuBose, who began his securities career with D.A. Davidson in 1994, joined Wells Fargo in 2011.
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Mr. Bettencourt had spent his entire career at Wells Fargo, starting in 2012.
Ms. Dammann started at D.A. Davidson in 2012 and moved to Wells Fargo in 2016.
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