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Flurry Of Advisor Hires At Wells Fargo
Eliane Chavagnon
24 April 2015
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.