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

Trump's $500 ACA checks: should advisors care?
Trump's $500 ACA checks: should advisors care?

The rebate is political theater, but the healthcare cost crisis underneath it is very much an advisor problem.

Ugly fight between Mariner and advisor grows more foul
Ugly fight between Mariner and advisor grows more foul

It’s a ruthless competition for advisors right now, with buyers promising top dollar to advisors willing to sell.

Wealthtech vendors embed AI agents deeper into advisor workflows
Wealthtech vendors embed AI agents deeper into advisor workflows

Vanilla, SS&C and FinTurk are rolling out a mix of agentic and AI-assisted features aimed at planning gaps, client insights, and manual account monitoring.

Carson, Commonwealth veteran joins estate planning firm Hargrove
Carson, Commonwealth veteran joins estate planning firm Hargrove

David Haughton, formerly of Carson Group and Commonwealth Financial Network, takes on VP of engagement role at Hargrove MSO, a subsidiary of Hargrove Firm.

Advisors face fiduciary blind spot as PEP adoption accelerates
Advisors face fiduciary blind spot as PEP adoption accelerates

Retirement plan clients may not grasp what fiduciary duties they keep when joining a PEP.

SPONSORED Direct indexing webinar targets tax-loss harvesting amid market swings

Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains

SPONSORED Who builds the income when the pension disappears?

Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income