Wells Fargo has had a busy hiring month, adding nine financial advisors to its force from Morgan Stanley Smith Barney and Merrill Lynch, and also hiring a new manager from Raymond James.
The largest team of the financial advisor hires is the Brien Group in Pittsford, N.Y. Financial advisors in that team include Robert Brien, Michael “Chip” Kazacos, Keith Baier and Christopher LaFountain. They join from Morgan Stanley, and previously had $3.1 million in annual fees and commissions and $320 million in client assets under management. The team, which also includes one financial consultant and three client associates, reports to branch manager Joe Tobin.
Wells Fargo has also hired Tim Sheridan from Raymond James as a manager for the firm’s New York office at 375 Park Avenue. In that role, Sheridan manages 19 financial advisors with $24 million in production. He reports to New York market manager Tom Isaacs.
Wells Fargo’s other financial advisor hires include the Bird/Barkman Group in Annapolis, Md. That team, with financial advisors Thomas Bird and Kenneth Barkman, joins from Morgan Stanley. They previously had $1.6 million in fees and commissions and $250 million in client assets under management. The team, which also includes three client associates, reports to market manager Bill Rogers.
In San Rafael, Calif., Terrance Feeney joins from Morgan Stanley, where he had $767,000 in fees and commissions and oversaw $111 million in client assets. He reports to branch manager Tomm Hudson.
In Charlotte, N.C., Ronald Winski joins from Merrill Lynch, where he had $530,000 in fees and commissions and $106 million in client assets under management. He reports to market manager Joel Glasco.
In Beverly Hills, Calif., Michael Greer joins from Merrill Lynch. Greer previously had $183 million in client assets under management and reports to branch manager Prateek Amar.
Lorie Konish writes for On Wall Street.