A father-and-son UBS team with $300 million in combined client assets has moved their practice to Wells Fargo.
Former UBS advisors Wayne and David Baller of Baller Financial Group have left the wirehouse for Wells Fargo's new branch in Dayton, Ohio, the firm says. While at UBS, the team generated a combined annual production of $2.9 million, according to a Wells Fargo spokeswoman.
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