A two-adviser team with more than $380 million in assets under management has switched affiliation from Wells Fargo Advisors to Commonwealth Financial Network’s network of independent financial advisers.
Dana Pollard and Justin Mishacoff of Woodbury, Minnesota-based Lumitas Wealth Strategies bring more than 40 years of combined experience in financial services and wealth management, Commonwealth said in a press release Tuesday.
Lumitas offers goals-based value planning for individuals, families and executives.
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Morgan Stanley sought to claw back recruiting bonus money from Darryl Cohen.
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Three advisor groups overseeing more than $700M in combined client assets head to new firms.
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