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wells fargo acquires two teams from ubs managing 625 million in assets

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.
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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 Show more
Finance & Economy, News Article
21:16 17.12.2024
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