Shore to Summit Wealth Management has expanded its office in Bethesda, Maryland, with the addition of managing directors Catherine Nicholas and Moshe Burstin, the company has announced.
Nicholas joined Wells Fargo Advisors in 2009 and was a member of the President’s Council and Platinum Council during her time with the firm. She joins Shore to Summit Wealth Management, an affiliate of the Wells Fargo Advisors Financial Network, as managing director and partner. Senior Registered Client Relationship Manager Christopher Venit and Registered Client Relationship Manager Julian Igbaroola are also joining Nicholas.
Burstin joined Wachovia Securities, the predecessor of Wells Fargo Advisors, in 2006. He is also serving as managing director and partner at Shore to Summit Wealth Management.
“We’re thrilled to expand our presence in Bethesda,” said Scott L. Brown, CEO and founding partner of Shore to Summit Wealth Management, in a statement. “Catherine and Moshe bring deep experience, strong client relationships, and a shared commitment to the independent advisory model.”
An independent private wealth practice, Shore to Summit Wealth Management has over $5 billion in assets under management.
Meanwhile, Raymond James' Financial Institutions Division has welcomed financial advisor Edward “Ed” Vollbrecht to Atlantic Union Financial Consultants, which is part of Atlantic Union Bank.
Based in Fredericksburg, Virginia, Vollbrecht previously managed approximately $163 million in client assets at Truist. Vollbrecht brings Atlantic Union Financial Consultants to more than 30 financial advisors across Maryland, North Carolina and Virginia, according to Raymond James.
“Ed combines nearly two decades of experience with a highly personal, advice-driven approach that resonates with clients,” said Oliver Mansour, South division director of Raymond James’ Financial Institutions Division, in a statement. “We’re proud to welcome him to Atlantic Union Financial Consultants and to support his continued growth with the full strength of our platform, resources and advisor-focused flexibility.”
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