Multimillion-Dollar UBS Teams in Ohio Join Wells Fargo
November 7, 2018
By Mason Braswell
Wells Fargo Advisors has convinced two teams from UBS Financial Services in Ohio cumulatively producing more than $7 million to join its private client group franchise, a retort to the heightened exodus of brokers it has been experiencing.
In Columbus, brokers Ryan Bibler, Vincent Finney, Joseph Panfil, Myron “Mike” Shaffer and two client associates made the move from UBS on November 2. The advisors, who had been with UBS since 2009, generated $5 million of fees and commissions in the previous 12 months, said a person familiar with their practices.