Wells Fargo Advisors, Janney Montgomery Scott, and Prime Capital Financial have each bolstered their ranks, with Wells Fargo and Janney bringing in billion-dollar wirehouse teams and Prime Capital adding experienced advisors from Edelman Financial Engines.
Wells Fargo Advisors has hired the Weikes Slattery Group, a New York-based team overseeing more than $3.1 billion in client assets.
Led by advisors Liz Weikes and John Slattery, the group formerly with JPMorgan reported about $17 million in trailing 12‑month production as they work primarily with ultra-high-net-worth individuals, family offices and institutional clients. In addition to New York City, the team will cover clients from locations in Palo Alto and San Diego, reflecting their coastal footprint.
Weikes and Slattery are stepping into managing director titles at WFA. They are joined by executive director Joe Gillan, vice presidents Kevin Eisenberg and Bernadette Bucchere, and associate Clarke Eastman-Pinto.
The group is expected to tap into Wells Fargo’s lending capabilities, integrated banking offerings, and broader investment platform as they navigate more complex balance sheets and family structures.
In a statement, Weikes said the transition to Wells Fargo Advisors “positions us to provide even greater flexibility, broader investment solutions, and enhanced support to meet the evolving needs of our clients.”
"We are thrilled to be supported by a team of professionals at Wells Fargo Advisors as we continue to deliver customized financial strategies while maintaining the high standards of integrity, performance, and client service that define our practice," she said.
Janney Montgomery Scott is expanding in Delaware with Warren-Fantano Wealth Management, a Merrill Lynch breakaway team that manages more than $1 billion in client assets and anchors a newly opened office in Middletown.
The group will work out of both Janney’s Middletown and Lewes locations. Advisors Peni Warren and Chris Fantano each join as managing director and financial advisor, with Fantano also serving as branch manager in Middletown. They are supported by senior registered private client associate Crystal Van Lenten and senior private client associate Catherine Huffman.
The team’s move from Merrill – which comes alongside the latest turn in the wirehouse's conflict against Dynasty Financial Partners over OpenArc, another large breakaway team – gives Janney added scale with multi-generational families, private foundations, and business owners in the state, while adding a branch leader with local roots in Fantano.
“Joining Janney allows us to serve our clients in the way we believe is best,” Warren said, pointing to the firm’s smaller size and collaborative culture as factors that “give us the flexibility to run our practice, while providing the resources that allows us to continue delivering the service and advice our clients have come to expect.”
Regional director Bob Steinke said in a statement that the Warren-Fantano team has built a practice grounded in long-standing relationships and comprehensive advice, and that their arrival underscores Janney’s push to attract experienced advisors who value independence and partnership.
Prime Capital Financial is pushing deeper into the Mid‑Atlantic, adding two Philadelphia‑area advisors as it builds out its planning-oriented wealth business.
Amanda Salyer and Joan Greenspon previously worked at Edelman Financial Engines, according to their investment advisor disclosure records with the SEC. The Monday announcement of Salyer's move said she was "a director of financial planning at a large registered investment advisor."
Salyer, based near Philadelphia, focuses on comprehensive, goals‑based planning for individuals and families, with experience coordinating investment portfolios alongside tax strategy, estate planning and retirement needs. Prime Capital said her background advising clients through complex decisions made her a natural fit.
Salyer said the move is partly about the ability to "offer clients expanded resources and the strength of a collaborative team.”
Greenspon, also joining in the Philadelphia area, brings more than a decade of experience working with families navigating major life transitions. The firm highlighted her disciplined planning process and her work across retirement, investments, insurance, tax strategy and estate planning.
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