Garth Allan, who managed $220 million at Wells Fargo, has joined the Newport Beach, California, office of UBS Wealth Management.
Allan, who had been with Wells Fargo for 11 years, makes the move with his service associate Catherine Rusk. Earlier, he spent four years with Edward Jones.
In his practice, Allan focuses on delivering personalized investment planning and comprehensive wealth management advice to high-net-worth and ultra-high-net worth clients, UBS said in a press release.
The two-decade veteran, whose career also includes a stint at Merill Lynch, will help shape strategy for the Google engineer-founded fintech.
The latest PPI print, clocking in north of 3 percent, adds to concerns that inflation is far from tamed.
The DIY investment giant's positive earnings surprise, surpassing $1 billion in revenue for the first time, puts it on strong footing for future expansion.
Most retirement plan specialists anticipate gain of up to 10%.
And they would have to work extra hard to pay it off.
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