Advisers with combined $300M AUM join Wells Fargo

Previously worked for Morgan Stanley, all for more than 20 years.
AUG 21, 2014
Two advisers and a senior client associate have made the move from Morgan Stanley to Wells Fargo Advisors in Denver. The team, called The Denver Group of Wells Fargo Advisors, includes Chris O'Neil, managing director of investments, Joe Jaensen, senior vice president of investments, and Terri Lo Sasso, senior client associate. O'Neil and Jaensen, who both have the senior portfolio investment manager designation, have managed a combined $300 million in client assets. Mr. O'Neil has practiced for more than 30 years, Mr. Jaensen for 20 years and Ms. Lo Sasso for 25 years. (Check out InvestmentNews' full Advisers on the move searchable database) “The decision to move firms was not an easy one, yet after investing considerable time and thought, the choice for us and our clients was clear: Wells Fargo Advisors has a strong reputation for providing outstanding service, takes a client-first approach in helping investors pursue their financial goals, and provides a strong charitable commitment to the community,” Mr. O'Neil wrote in an e-mail. “We are proud to be joining the firm.”

Latest News

RIA annuity adoption tops insurers’ 3-year outlook, Goldman finds
RIA annuity adoption tops insurers’ 3-year outlook, Goldman finds

Insurers ranking independent broker-dealers ahead of RIAs for near-term growth as fee-only fiduciaries still find annuities a hard fit

Caregiving costs emerge as a midterm issue for older voters
Caregiving costs emerge as a midterm issue for older voters

Most voters 50-plus in swing districts favor candidates backing a caregiver tax credit, as caregiving drains retirement savings

Wealth firms report organic growth rebound, but process gaps persist
Wealth firms report organic growth rebound, but process gaps persist

New F2 Strategy research finds more firms growing without M&A, yet one-third still lack a defined growth process.

AI governance gaps leave RIAs exposed to a new wave of cyber threats
AI governance gaps leave RIAs exposed to a new wave of cyber threats

Shadow AI, weak oversight, and no formal policy highlight why advisory firms are more exposed to cyber risk than they realize.

People moves: RBC taps Raymond James veteran for Texas complex
People moves: RBC taps Raymond James veteran for Texas complex

Meanwhile, DPL Financial Partners adds two annuity executives and Prime Capital Financial hires a Mid-Atlantic retirement plan consultant.

SPONSORED Built on insurance experience to deliver on long-term promises

Knighthead Life entered the market with a competitive MYGA. A strong launch earned advisor confidence and paved the way for FIAs.

SPONSORED In the Age of AI, Trust Becomes the Advisor's Greatest Asset

As AI makes financial information more accessible than ever, Lana Hock explains why human judgment, trust, and empathy remain the qualities clients value most in a financial advisor