The Valdez Wealth Management Group has jumped from one broker dealer to another.
After nearly 30 years spent with UBS Financial Services, Louie A. Valdez and his team have joined Wells Fargo Advisors in Westlake Village, Calif.
According to a company release, Valdez cited Wells Fargo’s “80 lines of business,” its “breadth and depth of resources” and its donations of “over $2 million to non-profit organizations in the Ventura County in the past year” as a few of the characteristics considered before moving to another wirehouse.
Valdez Wealth Management provides investment and wealth management.
Wells Fargo Advisors is a subsidiary of Wells Fargo and Co. based in St. Louis, Mo. It manages approximately $1.6 trillion in client assets and supports more than 14,000 full-service financial advisors.