People Moves

Flurry Of Advisor Hires At Wells Fargo

Eliane Chavagnon Editor - Family Wealth Report 24 April 2015

Flurry Of Advisor Hires At Wells Fargo

Wells Fargo has recruited a number of advisors across five states from Morgan Stanley and Edward Jones.

  • Steven Polk has joined Wells Fargo Advisors in Orlando, FL, from Edward Jones, where he managed more than $106 million in client assets. 
  • G Revels has joined WFA in Hattiesburg, MI, from Morgan Stanely, where he managed more than $108 million in client assets. 
  • North Point Wealth Advisors, a three-person team in Lake Oswego, OR,  have joined Wells Fargo Advisors Financial Network, the firm’s independent channel. Formerly of Morgan Stanley/Smith Barney – where they managed more than $244 million in client assets – the group consists of brothers Mitchell Rask and Christopher Rask, as well as Jane Miller.
  • Steven Jumper has joined Wells Fargo Advisors’ branch in Texarkana, TX, from Edward Jones, where he managed more than $153 million in client assets. 
  • Craig Goldberg has joined Wells Fargo Advisors’ branch in Woodbury, NY, from Morgan Stanley, where he managed more than $104 million in client assets. He reports to Gregory O’Keefe, managing director – complex manager in Woodbury. 
  • Jonathan Zucker has also joined Wells Fargo Advisors’ branch in Woodbury from Morgan Stanley, where he managed more than $109 million in client assets. 

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