FiNet team managing $300 million moves to Raymond James

FiNet team managing $300 million moves to Raymond James
The six-adviser Uinta Wealth Management team is based in Salt Lake City
AUG 04, 2020

A six-adviser team that managed $300 million while affiliated with Wells Fargo Financial Network has joined the independent channel of Raymond James and rebranded itself as Uinta Wealth Management.

The team — consisting of veteran advisers Chris Williams, Robb Farr, Brad Wittusen, Jeffrey Smith, Roger Thornton and Kelly Holtman, as well as office manager Jana Berry and associate Kristin Craddock — is based in Salt Lake City.

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