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Wells Fargo Advisors has successfully recruited two teams from UBS Wealth Management in New Jersey, managing a combined $625 million in assets. The larger team, now known as Bergen County Wealth Management, includes Stephen R. Laddy and John K. Serocke, who previously managed $354 million and generated $3.65 million in annual revenue. Additionally, veteran advisor Thomas Bishop and his team, managing $270 million, have also joined Wells, reflecting a trend of advisor movement amid changes in compensation structures at UBS.
Ernie Kloock
People
The information provided herein is generated by experimental artificial intelligence and is for informational purposes only.
wells fargo acquires two teams from ubs managing 625 million in assets
United States Dollar
Merrill Lynch Depositor Inc.
Wells Fargo Advisors LLC
PNC BANK, NATIONAL ASSOCIATION and Thomas B. Hagen, as Co-Trustees under the Trust Agreement entered into by Susan H. Hagen a.s. Grantor, dated March 28, 1990
Morgan Stanley
Bank of America Corporation
USA
Kevin Bishop
Thomas Bishop
Melissa Lovell
John Serocke
Stephen Laddy
Bruce Orenstein
Ernie Kloock
William Fargo
Deann Cavagnaro
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