Former Wells Fargo Advisors Team Joins New Firm
The team had looked after more than $1 billion of client assets in their previous roles.
Cincinnati-based DayMark Wealth Partners has brought in a team of advisors who previously worked with Wells Fargo Advisors.
The team – Rodney Twells, Andrew Sikorovsky, and Joseph Schmidt – operate as the Compass Group of DayMark Wealth Partners. Besides Daymark, it now also works with Dynasty Financial Partners.
The team also includes Kimberly Fitzgerald (senior director – client relations), Jacquelyn Gibbons (director – client relations), and Karen Suskowicz (director – client relations).
The group looks after more than $1.0 billion in client assets, advising families, retirement plans, endowments, and institutions.
The group also partners on a national level with Fidelity Investments.