Wells Fargo picks up Merrill, Morgan reps with $550M
Wells Fargo Advisors has snagged two brokers from Merrill Lynch, and a third from Morgan Stanley Smith Barney.
Wells Fargo Advisors has snagged two brokers from Merrill Lynch, and a third from Morgan Stanley Smith Barney.
Former Merrill brokers Gary Bezilla and Alan Kinney joined Wells Fargo last Friday.
Mr. Bezilla, a $1.25 million producer with $300 million in client assets, is based in Hilton Head, S.C., according to Teresa Dougherty, a Wells Fargo spokeswoman.
Mr. Kinney, with $150 million in assets under management and $888,000 in revenue, now works at a Wells Fargo office in Savannah, Ga.
A third representative, Thomas Pappas, joined Wells Fargo last month from Morgan Stanley Smith Barney.
Mr. Pappas is located in Wells Fargo’s Cottonwood branch office in Holladay, Utah, and had production of just over $1 million and client assets of $99 million at MSSB, Ms. Dougherty said.
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