People Moves

Wells Fargo Advisors Adds Former Morgan Stanley Group In New York

Eliane Chavagnon Editor - Family Wealth Report 13 May 2014

Wells Fargo Advisors Adds Former Morgan Stanley Group In New York

The Woodbury branch of Wells Fargo Advisors has added The Lev Sher Group from Morgan Stanley, comprised of managing directors of investment Norman Lev and Glen Sher, and vice president and investment officer Michael Jeshiva.

The Woodbury branch of Wells Fargo Advisors has added The Lev Sher Group from Morgan Stanley, comprised of managing directors of investment Norman Lev and Glen Sher, and vice president and investment officer Michael Jeshiva.

Combined, Lev, Sher and Jeshiva manage over $236 million in assets and have around 110 years of industry experience.

The Lev Sher Group is focused on helping clients invest wisely and set financial goals. Two client associates, Roberta Lev and Helen Cardona, complete the team.

The move follows news earlier this month that three teams from UBS Financial Services, Merrill Lynch and Morgan Stanley joined Wells Fargo Advisors with a T-12 of more than $1 million. The Sivertson-Hughes Team - comprised of advisors Mitch Sivertson and Debbie Hughes, and assistant Frankie Jo Ceja - joined WFA in Scottsdale-Gainey, AZ.

With $1.4 trillion in client assets as of March 31, 2014, Wells Fargo Advisors provides investment advice and guidance to clients through 15,146 full-service financial advisors and 3,350 licensed bankers. 

Wells Fargo Advisors is the trade name used by two separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company: Wells Fargo Advisors and Wells Fargo Advisors Financial Network.

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