Wealth Management

&Partners Adds Upstate New York Father-Son Team From Wells Fargo

Curley Wealth Management, a practice with about $500 million in pre-hire AUM, is the latest to join &Partners from David ...
Wealth Management

$1.2B Citigroup Team Jumps to Wells Fargo

Paul Cooke and Jake Trousdale have moved their Dallas-based practice from Citigroup to Wells Fargo as the wirehouse continues ...
Financial Advisor

Advisor Duo With $1.2B In AUM Leaves Citigroup For Wells Fargo Advisors

Wells Fargo Advisors, the St. Louis subsidiary of Wells Fargo, said today that Paul Cooke and Jake Trousdale joined on December 22. According to BrokerCheck, both advisors, who have collectively ...
InvestmentNews

$1.8B Merrill team hops to Wells Fargo's FiNet

The move adds an 11-person ensemble to Wells Fargo’s independent network in Long Island as it continues to court elite ...
InvestmentNews

Wells Fargo Advisors nabs $1.2B ultra-high-net-worth team from Citi

The latest additions in Texas cap off what was an active 2025 recruitment season for Wells Fargo's private client group.

$1.7 Billion Wells Fargo-Affiliated Team Wants Clients To Call When They Can’t Sleep

Jason Andrews’ Merritt Point Wealth Advisors has grown to 16 advisors across multiple offices, pairing an independent ...
Financial Advisor

Eleven-Person Team Managing $1.8B Leaves Merrill For Wells Fargo's FiNet

An 11-person team of financial advisors and support staff who collectively oversee more than $1.8 billion in assets under management joined Wells Fargo Advisors Financial Network (FiNet) yesterday.

Wells Fargo recruits $1.2 billion advisory team from Citigroup

Wells Fargo has recruited an advisory duo in Texas managing $1.2 billion in client assets. Paul Cooke and Jake Trousdale have ...

Financial Advisors in Tequesta, Florida

Howard Silver is a financial advisor in Tequesta, FL. He has been in practice for 7 years, the last 4 years at Newedge Advisors, Llc (formerly: Gwm Advisors, Llc). Financial Planning • Portfolio ...