More than a half dozen advisors from UBS and Morgan Stanley, who collectively managed more than $550 million in client assets, have gone independent with Wells Fargo, a spokeswoman said.
Former UBS advisors Bill Rouse, Jessica Harper, Jeff Burton and Steve Meyer were managing more than $426 million in client assets before they made the move, the spokeswoman said. The team, based in Charleston, S.C., now operates as Millennium Private Wealth.
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