People Moves
HighTower Subsidiary Sees Assets Pass $1 Billion With Three Senior Hires
A trio of advisors have been recruited at Kelly Wealth Management’s Baltimore, MD, branch, leaving Wells Fargo Advisors to join the firm.
A trio of advisors have been recruited at Kelly Wealth Management’s Baltimore, MD, branch, leaving Wells Fargo Advisors to join the firm.
John Morgan, Brian Sabo and Jason Edelson will bring with them $384 million in assets, increasing the total assets under advisement at the HighTower subsidiary by a third to $1.3 billion.
Based in Hunt Valley, the three men were hired as directors and partners at Kelly Wealth Management to strengthen the boutique firm’s Baltimore presence.
In their previous roles at Wells Fargo, Morgan served as senior financial advisor and managing director, investments; Sabo was financial advisor and vice president, investments; and Edelson was senior vice president, senior private banker.
The firm provides high net worth individuals, business owners and institutional clients with long-term strategies to create and preserve wealth. The team bases its investment process on fundamental valuation of assets and an assessment of each client’s goals, resources, time horizon, tolerance and risk.
