People Moves
Wells Fargo Advisors Recruits From Morgan Stanley, UBS
Two teams from Morgan Stanley and UBS have joined Wells Fargo Advisors in Pennsylvania and North Carolina, respectively.
The Borgfeldt Group, led by financial advisor Nick Borgfeldt, has joined Wells Fargo Advisors in South Hills, PA, from Morgan Stanley.
Borgfeldt previously managed over $176 million in client assets and has 37 years of industry experience. He reports to South Hills branch manager, Troy Baer.
Meanwhile, financial advisors Larry Pulliam and Jeff Kerrigan have joined Wells Fargo Advisors in Greensboro, NC, from UBS.
At UBS, they managed more than $165 million in combined client assets. They have 40 years of combined experience and report to Greensboro complex manager, William Spivey. They join with Larry’s son, Spencer, who will attend Wells Fargo Advisors’ next-gen training program in September.
