John Morgan, Brian Sabo and Jason Edelson have joined HighTower’s Kelly Wealth Management practice as directors and partners. Previously with Wells Fargo Advisors, the three are transitioning $384 million in assets to the Hunt Valley, Md.- based firm, increasing total assets under advisement to approximately $1.3 billion.
At Wells Fargo, Morgan served as senior financial advisor and managing director, investments; Sabo served as financial advisor and vice president, investments, and Edelson was senior vice president, senior private banker.
Kelly Wealth Management is a boutique wealth management investment firm that provides high-net-worth individuals, business owners and institutional clients long-term strategies to create and preserve wealth.
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