Wells Fargo Advisors has picked up seven financial advisors with $776 million in assets under management in the past month.
The majority of the advisors hail from Morgan Stanley, while one advisor joins Wells Fargo Advisors from Edward Jones.
Financial advisor team Richard Meadows, Paul Seifert and Michael Fettigthe Meadows, Seifert, Fettig Groupjoin Wells Fargo from Morgan Stanley. Together, they previously oversaw $266 million in client assets. All three advisors joined Morgan Stanley in 2009 after having served at Citigroup for about eight years, according to their public registration records with the Financial Industry Regulatory Authority. The team, which is currently based in Winter Haven, Fla., is in the process of relocating to Lakeland, Fla. They report to branch manager Christian Rafool.
Financial advisors Howard Mirvis and Larry Holmesthe Mirvis-Holmes Groupalso join from Morgan Stanley in Lutherville, Md. They previously had $220 million in client assets under management and $1.6 million in fees and commissions. Both Mirvis and Holmes came to Morgan Stanley in 2009 through Citigroup, according to their public registration records, where they had each served for about three years. They report to complex manager Matthew Glenn.
In addition, Gary Pollick also moves from Morgan Stanley to join Wells Fargos office in Paramus, N.J. Pollick previously oversaw $178 million in client assets, and spent about six years at Morgan Stanley following eight years at Janney Montgomery Scott, according to his public registration records. He reports to complex manager Chris Leavy.
And joining from Edward Jones in Richmond, Va., is financial advisor Betty Schutte-Box, who previously had $112 million in client assets under management. Schutte-Box had been registered with Edward Jones for about 13 years. She reports to Richmond market manager Rob Withers.