Lisa Quadrini, who managed $500 million at the private bank of Wells Fargo Advisors, has joined registered investment adviser Brandywine Oak Private Wealth in Kennett Square, Pennsylvania.
Brandywine Oak has $1 billion in client assets under advisement.
Quadrini will be working from Kiawah Island, South Carolina, as well as the firm’s Kennett Square office.
Quadrini joined Merrill Lynch in 1999 and worked with the Brandywine Oak team there 1999 to 2008. She joined UBS in 2008 and moved to Wells Fargo in 2016.
The Trump accounts are “generationally changing” and bring financial literacy to youth, said IRS chief Frank Bisignano.
Deal adds a $299 million tax-and-wealth practice as the RIA aggregator advances acquisition strategy around integrated financial and tax planning.
Large and mega plans show strongest appetite, but fee confusion persists.
Many people are taking a dangerous gamble with their financial future, new study warns.
Britt is named CFO of Wipfli, a $600 million accounting firm that audits two NFL franchises
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income
