Advisors with a total of $781 million in client assets have left various firms to affiliate as independents with Wells Fargo Advisors Financial Network, Wells Fargo announced recently.
Robert Duncan, Bradley Newman, and Zachary Breverman of Agoura Hills, Calif., left Merrill Lynch to open an independent practice, Duncan-Newman Associates. The team has $400 million in AUM.
Chris Jones and Dan Hoffe of Sarasota, Fla., left JP Morgan to join an existing independent practice, Capstan Financial Consulting Group. The team has $280 million in assets.
James Martin and Brad Seagraves of Little Rock, Ark., left Morgan Stanley to open an independent practice, Martin Seagraves Wealth Management. The team has $101 million in assets.