Adviser/team AUM: $105,000,000
|Firm leaving||Wells Fargo Advisors|
|Firm joining||Robert W. Baird & Co.|
Lake Norman, NC
|Date announced||February 26, 2013|
|Transition date||February 15, 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.
Explore your opportunities and be informed for your next move.
Dorothy Weaver Founder & CEO, Collins Capital
Liz Ann SondersChief Investment Strategist, Charles Schwab Corp.