The team has more than 45 years of collective experience and is latterly of JP Morgan Private Client Service Group, where they managed a combined $1.5 billion in client assets.

With $1.4 trillion in client assets as of March 31, 2014, 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.

Last month, the Woodbury branch of WFA added The Lev Sher Group from Morgan Stanley, comprised of managing directors of investment Norman Lev and Glen Sher, and vice president and investment officer Michael Jeshiva - see here.