An advisor team managing $200 million in assets has left Wells Fargo to join Steward Partners, an independent firm founded by former wirehouse managers a year ago and affiliated with Raymond James Financial Services.
Advisors Jim Fowkes and Ben Plata joined Steward's Washington D.C. office, where the firm is based. In the past 13 months Steward Partners have recruited advisors managing $1.8 billion in assets.
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