People Moves

Wells Fargo Advisors Adds Five From UBS, Morgan Stanley

Eliane Chavagnon Editor - Family Wealth Report June 19, 2014

Wells Fargo Advisors Adds Five From UBS, Morgan Stanley

Wells Fargo Advisors has hired five financial advisors – including a team - from UBS Financial Services and Morgan Stanley.

Wells Fargo Advisors has hired five financial advisors – including a team - from UBS Financial Services and Morgan Stanley.

Los Angeles, CA-based Shawn Gruver has joined in Manhattan Beach from UBS Financial Services where he managed more than $109 million in client assets. He reports to branch manager David Fahey.

Meanwhile, Alan Glick and Charles Glick - along with long-time assistant Pearl Beria - have joined the firm in Westwood, CA, from Morgan Stanley where they managed around $242 million in client assets. They report to Westwood complex manager Paul Vannuki.

Lastly, St Louis, MO-based James Laughlin has joined Wells Fargo Advisors’ Town & Country branch from UBS Financial Services where he managed more than $97 million in client assets. He reports to Town & Country branch manager Clyde Pilkington.

At the start of June, WFA hired a financial advisory team comprised of John Bueno, John Raetz and Noah Robinson in Birmingham, MI.

Wells Fargo Advisors is the trade name used by two separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company: Wells Fargo Advisors and Wells Fargo Advisors Financial Network. 

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