Wells Fargo trio managing $225 million moves to RIA

Bratton DuBose, Daniel Bettencourt and Rebecca Damann join Ashton Thomas Private Wealth in Bozeman, Mont.
OCT 22, 2019
Bratton DuBose, Daniel Bettencourt and Rebecca Dammann, who managed $225 million at Wells Fargo Advisors in Bozeman, Mont., have opened an office there for Ashton Thomas Private Wealth, an RIA firm based in Scottsdale, Ariz. [More: See more adviser moves in InvestmentNews' Advisers on the Move database.] Mr. DuBose, who began his securities career with D.A. Davidson in 1994, joined Wells Fargo in 2011. [Recommended video: John Rogers strengthened diversity and inclusion efforts well beyond asset management] Mr. Bettencourt had spent his entire career at Wells Fargo, starting in 2012. Ms. Dammann started at D.A. Davidson in 2012 and moved to Wells Fargo in 2016.

Latest News

Goldman gets shareholder backing on $80M executive bonus packages
Goldman gets shareholder backing on $80M executive bonus packages

The approval of the pay proposal, which handsomely compensates its CEO and president, bolsters claims that big payouts are a must in the war to retain leadership.

Integrated Partners, Kestra welcome multigenerational advisor teams
Integrated Partners, Kestra welcome multigenerational advisor teams

Integrated Partners is adding a husband-wife tandem to its network in Missouri as Kestra onboards a father-son advisor duo from UBS.

Trump not planning to fire Powell, market tension eases
Trump not planning to fire Powell, market tension eases

Futures indicate stocks will build on Tuesday's rally.

From stocks and economy to their own finances, consumers are getting gloomier
From stocks and economy to their own finances, consumers are getting gloomier

Cost of living still tops concerns about negative impacts on personal finances

Women share investing strengths, asset preferences in new study
Women share investing strengths, asset preferences in new study

Financial advisors remain vital allies even as DIY investing grows

SPONSORED Compliance in real time: Technology's expanding role in RIA oversight

RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.

SPONSORED Advisory firms confront crossroads amid historic wealth transfer

As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.