Wells Fargo's FiNet loses $300 million team to HighTower

Synergy Capital Solutions has offices in Illinois, Florida and Michigan.
MAY 02, 2017

A team led by adviser Mark F. Burns and managing $300 million in assets has left the Wells Fargo Advisors Financial Network for HighTower. Synergy Capital Solutions, previously known as BIG Planning, has offices in Chicago, Naples, Fla., and Bloomfield Hills, Mich. Mr. Burns began his brokerage career in 1984. After stints at Merrill Lynch and E.F. Hutton, he joined Prudential Securities in 1987. The firm was a predecessor of Wells Fargo Advisors.

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