Subscribe

Reps managing $1.7 billion at Wells Fargo join Alex. Brown

A group of advisers based in Miami are moving to the Raymond James unit.

Advisers who collectively managed $1.7 billion at Wells Fargo Advisors in Miami have joined the Alex. Brown division of Raymond James.

Advisers Jose Diaz, Veronica Cereceda, Robert Dunn and Astrid Rodriguez were all long-time employees of Wells Fargo and its predecessor firms.

Related Topics: , , ,

Learn more about reprints and licensing for this article.

Recent Articles by Author

Meet the fastest-growing financial firms

Who made it to America’s list of fast-growing employers? Find out in this report.

Bridging the generational divide in finance

With younger generations entering the arena, it’s vital to know how to connect with them.

Fiduciary commitment should be table stakes

Speed and nature of new DOL rule has left many in the insurance industry fuming, losing sight of the impact on ordinary investors

Cresset adds two J.P. Morgan teams overseeing $5B

The two groups were among several former First Republic teams whose exits from J.P. Morgan were announced Friday.

Ascensus buying Vanguard small-business retirement offerings

The company is acquiring the Individual 401(k), Multi-SEP, and SIMPLE IRA plan businesses from Vanguard.

X

Subscribe and Save 60%

Premium Access
Print + Digital

Learn more
Subscribe to Print