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Who's News

By Editorial Staff
July 1, 2010
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Robert Baker and Edmund Iannaccone joined Wells Fargo's office in Paramus, N.J. They came from UBS where they managed $214 million of client assets and had production of $910,000 and $912,000, respectively).

Richard Panico left RBC Wealth Management to join Wells Fargo Advisors in New York. He previously oversaw $170 million in client assets and generated $983,000 in fees and commission).

Morgan Stanley Smith Barney hired Leif Olson in its Bradenton, Fla. branch. Olson came from Merrill Lynch where he oversaw $137 million in assets and had $1.3 million in production).

UBS added Christopher Neri, Kevin Pacciano and Gary Harden to its Jacksonville, Fla. operation. The new hires oversaw $352 million in client assets and had $2 million in annual production.

Douglas Johnson and Daniel Legan joined UBS in Indian Wells, Calif. office from Morgan Stanley. Their combined client assets are $380 million and they had $1.3 million in annual production).

Baird hired Michael C. Parrott, Charles S. Forbes, Trea Floyd and James Bunting in Charlotte N.C).

Nicole Spinelli was named Director of Raymond James Network for Women Advisors. Her predecessor, Karen Julien, has been with the company for 4 years and has moved on to the St. Petersburg, Fla. branch.