The father-and-son team of Mark Thannisch and Wilson Thannisch, who managed $328 million at Wells Fargo Advisors in Austin, Texas, have moved to the employee channel of Raymond James.
Formerly a practicing attorney, Wilson Thannisch had been with Wells Fargo for five years. Mark Thannisch, who has more than 37 years of advisory experience, had been with Wells Fargo and predecessor firms for nearly two decades.
The father-son adviser duo, along with client service associate Caitlin Kornblum, operate as Thannisch Wealth Management of Raymond James and provide personalized financial planning services to clients, ranging from business owners to endowments and foundations, Raymond James said in a press release Thursday.
Elsewhere in Utah, Raymond James also welcomed another experienced advisor from D.A. Davidson.
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