James P. Butler, James L. Butler, Neil Butler

Butler Wealth Management

Adviser/team AUM: $356,000,000

Move Details

Firm leaving Bank of America Merrill Lynch
Firm joining Wells Fargo Advisors
Adviser(s) location

Mercer Island, WA

Date announced April 25, 2013
Transition date March 28, 2013

Latest Moves to Wells Fargo Advisors

Adviser(s) Date announced
Kate Lunn, Elise KausenSeptember 09, 2014
Bruce Lin, Michael Hartmeyer, Patrick Chan September 09, 2014
Robert Rotstan, James ValeSeptember 09, 2014

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.