Subscribe

FiNet team managing $300 million moves to Raymond James

team-on-the-move

The six-adviser Uinta Wealth Management team is based in Salt Lake City

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.

[More: Indie advisers easier to recruit during COVID-19 than employees: Raymond James CEO]

Related Topics: , ,

Learn more about reprints and licensing for this article.

Recent Articles by Author

Ascensus buying Vanguard small-business retirement offerings

The company is acquiring the Individual 401(k), Multi-SEP, and SIMPLE IRA plan businesses from Vanguard.

Raymond James adds advisor from Wells Fargo

South Florida-based advisor had been overseeing $105 million in client assets at Wells.

Dimon says AI could be ‘transformational’

JPMorgan Chase's CEO says AI's impact on the economy could equal that of the steam engine.

Commonwealth case sends crystal-clear message

KO blow from the SEC offers pointed lesson: Don’t fight Uncle Sam

Gen Z will need help – are you ready?

The mood and savings habits of Gen Z suggest a huge opportunity on the horizon.

X

Subscribe and Save 60%

Premium Access
Print + Digital

Learn more
Subscribe to Print