Jule Eldridge, Jason Newton and Robb Sasser, who managed $645 million at Wells Fargo Advisors in Florence, S.C., have joined the employee unit of Raymond James.
Mr. Eldridge, who joined a predecessor of Wells Fargo in 2000, has been in the financial services industry for more than 24 years.
Mr. Newton joined Wells Fargo in 2006. He began his career in 2002 at Wachovia Securities and moved to Uvest Financial Services Group in 2003.
Mr. Sasser began his career at a Wells Fargo predecessor firm, First Union Brokerage, in 1996.
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As technical expertise becomes increasingly commoditized, advisors who can integrate strategy, relationships, and specialized expertise into a cohesive client experience will define the next era of wealth management
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As technical expertise becomes increasingly commoditized, advisors who can integrate strategy, relationships, and specialized expertise into a cohesive client experience will define the next era of wealth management
Growth may get the headlines, but in my experience, longevity is earned through structure, culture, and discipline
