Salem, OR-based Summit Wealth Management, led by financial advisor Richard Lee, along with Brandon Blair, Mike Costa and Barbara Hacke Resch, has joined Wells Fargo Advisors Financial Network, Wells Fargo’s independent financial advisory division for advisors who own their practice.

The advisors are latterly of Morgan Stanley, where they managed over $311 million in client assets and produced more than $1.5 million in annual revenue.

Meanwhile, financial advisor Milton Schwartz has joined Wells Fargo Advisors in Sumter, SC, reporting to branch manager Roy Creech and South Carolina complex manager Scott Spang.

Most recently, Schwartz served as branch manager for Merrill Lynch’s Sumter branch, where he managed more than $135 million in client assets and produced more than $1.1 million in annual revenue.   

Lastly, financial advisor David Spell has joined Wells Fargo Advisors in Charleston, SC, reporting to branch manager Rod Connell and South Carolina complex manager Scott Spang. He made the move from UBS Financial Services, where he managed more than $86 million in client assets and produced more than $1 million in annual revenue.