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Wells Fargo Expands Advisor Workforce With Nine Private Client Hires
Eliane Chavagnon
17 June 2013
Wells Fargo Advisors has bolstered its private client group with the addition of nine advisors across seven states from Morgan Stanley, Bank of America Merrill Lynch and RBC Capital Markets. James Hunt joins the Chicago,
IL, branch from Morgan Stanley
and had $181 million in assets under management, on top of $425 million in assets held away from the firm. Hunt has 20 years of industry experience and reports
to Chicago
complex manager Kevin Ortmeyer. Bruce McMillan has been hired in San Francisco, CA,
from Merrill Lynch. McMillan has 28 years of industry experience and had $105 million in AuM. He reports to San Francisco market manager Kevin Kitchin. In Westport,
CT, Anthony Bavedas - formerly of
Morgan Stanley - has some 40 years of experience in the industry and had $109m
in AuM. He reports to Northern
Connecticut market manager Chris Calabrese. Meanwhile, the Lyon Dobbyn Wealth Management Group,
comprised of financial advisors John Lyon and Jeannette Dobbyn, join the Anaheim, CA,
branch from Morgan Stanley. Wells Fargo said they will be moving to Brea
in the coming months. Lyon and Dobbyn have nearly 65 years of experience in the
industry and had $360 million in AuM. Making
the move to Wells Fargo with them is their client associate, Stacy Stryker. The team reports
to branch manager Alan Hall. Also joining from Morgan Stanley is Brian Stahler, who steps
into the Wichita Falls, TX, branch. Stahler has 17 years of industry experience and had
$108 million in AuM. He reports to branch manager Ralph Grantom. Additionally, financial advisors Peter Vrooman and Jonathan
Sarver have been appointed from RBC Capital Markets in Kansas City. Vrooman and Sarver have 31 years of industry experience and had $125 million in AuM. They took with them their registered client associate,
Jessica Estes-Fleischmann, and report to branch manager Erik Gaucher. Lastly, Philip Weber joins the Hyannis, MA,
branch from Merrill Lynch. Weber has 23 years of experience in the industry and
had AuM of $129m. He reports to branch manager Paul Stubbs. Wells Fargo Advisors has $1.2
trillion in client assets, as at March 31, 2013.