From the Desk of Jim Eccleston at Eccleston Law LLC:
On October 26, 2016, advisor Thomas Pink left Wells Fargo Advisors to join RBC Wealth Management in Stillwater, Minnesota. Mr. Pink has $154 million in assets under management.
From the Desk of Jim Eccleston at Eccleston Law LLC:
On October 26, 2016, advisors Jeff Cohen, Christian Clinton and Jena Burrows left Wells Fargo Advisors to join Robert W. Baird & Company in Stuart, Florida. The team has $343 million in assets under management.
From the Desk of Jim Eccleston at Eccleston Law LLC:
On September 30, 2016, advisors Alejandro Triana, Christopher Murrle and Carlos Saitcevsky left Citigroup to join Wells Fargo Advisors in Miami, Florida. The team has $600 million in assets under management.
From the Desk of Jim Eccleston at Eccleston Law LLC:
On October 21, 2016, advisor Randy Powers left Morgan Stanley Wealth Management to join Stifel Nicolaus & Company in Skaneateles, New York. Mr. Powers has $208 million in assets under management.
From the Desk of Jim Eccleston at Eccleston Law LLC:
On October 13, 2016, advisor Leo Gotleib left LPL Financial to join Kestra Financial in Mt. Laurel, New Jersey. Mr. Gotleib has $250 million in assets under management.
From the Desk of Jim Eccleston at Eccleston Law LLC:
On October 18, 2016, advisors William Thrush and Megan Rump left Bank of America Merrill Lynch to join Hightower Advisors in Westport, Connecticut. The team has $250 million in assets under management.
From the Desk of Jim Eccleston at Eccleston Law LLC:
On October 10, 2016, advisor Jake Dawson left Bank of America Merrill Lynch to join Waddell and Associates in Lynchburg, Virginia. Mr. Dawson has $143 million in assets under management and 1.3 million in gross annual production.
From the Desk of Jim Eccleston at Eccleston Law LLC:
On October 7, 2016, advisor Sandy Leff left Janney Montgomery Scott to join Carter Terry & Company in Atlanta, Georgia. Advisor Leff has $100 million in assets under management.
From the Desk of Jim Eccleston at Eccleston Law LLC:
On October 12, 2016, advisor Steve Myatt left Wells Fargo Advisors to join Stifel Nicolaus & Company in Waco, Texas. Mr. Myatt has $289 million in assets under management.
From the Desk of Jim Eccleston at Eccleston Law LLC:
On October 4, 2016, advisors Brett Shane Bernstein and Robert Kantor left LPL Financial to join XML Financial Group in Rockville, Maryland. The team has $600 million in assets under management.