Moves In the News
While not all moves we have helped facilitate are mentioned in the media, here are some moves by financial advisors that did receive recognition.
&Partners Adds $323mm Edward Jones Team in Oklahoma
InvestmentNews highlights the move of Brian Geist and his Stonemere Wealth team from Edward Jones to &Partners, bringing $323mm in...
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&Partners Recruits $323mm Edward Jones Team in Oklahoma
Brian Geist and his Stonemere Wealth team have joined &Partners from Edward Jones, bringing $323mm in client assets, as reported by Financial Advisor.
READAdvisor Moves: $1.3B Advisor Team Joins Wells Fargo FiNet Practice in Ohio
InvestmentNews covers the Cullman/Holt Group's transition from UBS to Ascend Advisory Group, examining the team's move and Wells Fargo FiNet's continued recruiting momentum.
READ$1.3B UBS Team Departs for Wells Fargo’s FiNet
WealthManagement.com reports on the Cullman/Holt Group's departure from UBS to join Ascend Advisory Group through Wells Fargo FiNet, amid continued competition for large advisory teams.
READ$1.3B UBS Team Moves to FiNet
ThinkAdvisor reports on the $1.3B Cullman/Holt Group's move from UBS to Wells Fargo FiNet through Ascend Advisory Group in Ohio.
READAscend Expands with Addition of The Cullman/Holt Group and $1.3B
Ascend Advisory Group announces the addition of Jeff Cullman, Bruce Holt, and their team, highlighting the appeal of combining independent ownership with the resources and collaborative culture of an established firm.
READ$1.3 Billion UBS Duo Joins Wells FiNet Practice in Ohio
AdvisorHub reports on the Cullman/Holt Group's $1.3B move from UBS to Ascend Advisory Group, a Wells Fargo FiNet-affiliated independent practice in Dublin, Ohio.
READ$14-Million Merrill Team Skips to Rockefeller in Ohio
Rockefeller recruited Jones Wealth Partners from Merrill Lynch, adding a $14 million team overseeing $2 billion in assets in Ohio.
READMerrill Team With $2.1 Billion Joins Rockefeller to Staff New Ohio Office
Rockefeller Capital Management recruited financial advisor Sidney Jones and his team, Jones Wealth Partners, from Merrill Lynch.
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