Advisers with combined $300M AUM join Wells Fargo

Two advisers and a senior client associate have made the move from Morgan Stanley to Wells Fargo Advisors in Denver.
The team, called The Denver Group of Wells Fargo Advisors, includes Chris O’Neil, managing director of investments, Joe Jaensen, senior vice president of investments, and Terri Lo Sasso, senior client associate. O’Neil and Jaensen, who both have the senior portfolio investment manager designation, have managed a combined $300 million in client assets. Mr. O’Neil has practiced for more than 30 years, Mr. Jaensen for 20 years and Ms. Lo Sasso for 25 years.
(Check out InvestmentNews’ full Advisers on the move searchable database)
“The decision to move firms was not an easy one, yet after investing considerable time and thought, the choice for us and our clients was clear: Wells Fargo Advisors has a strong reputation for providing outstanding service, takes a client-first approach in helping investors pursue their financial goals, and provides a strong charitable commitment to the community,” Mr. O’Neil wrote in an e-mail. “We are proud to be joining the firm.”