Joseph Wirbick, Michael Zimmerman, Patrick Cloonan

Adviser/team AUM: $100,000,000

Move Details

Firm leaving First Liberties Financial
Firm joining J.W. Cole Financial
Adviser(s) location

Lancaster, PA

Date March 09, 2012
Source Mike Driskell

Latest Moves to J.W. Cole Financial

Adviser(s) Date announced
Sean Burr, John BrantAugust 04, 2014
David Hays, Doug HughesSeptember 17, 2013
Douglas W. Jones, Melissa S. JonesJuly 08, 2013

Disclaimer: The moves in this database come from a number of sources: InvestmentNews and other media reports, press releases, and direct submissions that have been reviewed by InvestmentNews. Any corrections, updates or clarifications should be e-mailed directly to the IN staff.

Featured video

Events

Building digital relationships with a human touch

The word "robo" has stopped being a four-letter word for financial advisers. But how can it be an asset? Quovo's Jeff Hendren explains.

Video Spotlight

Will It Last As Long As Your Clients Do?

Sponsored by Prudential

Video Spotlight

The Catalyst

Sponsored by Pershing

Latest news & opinion

Brian Block denies cooking the books at Schorsch REIT

Former CFO claims everything he did was 'appropriate' and 'correct.'

Interns will take on several roles at advisory firms this summer

College students are helping with client prep, firm visioning and long-term projects, among other duties.

10 funds with largest 3-year outflows

Even well-managed funds that have beaten the S&P 500’s 10.1% average annual gain have watched investors flee.

Wirehouse training programs are back

At one time, major brokerage houses ran large, expensive training programs for thousands of young brokers, and now it looks as if they are about to return to that model.

New military pension rules need financial advisers to step up and serve

Matching defined contribution plan expected to see more money, more need for sound advice.