Miami Based Ure News Today

Another Wells Fargo Team Heads to Snowden Lane for Non-U.S. Biz Advisor Alfredo Garcia decided to move to Snowden Lane after Wells Fargo announced in January it would stop catering to international clients, which make up a majority of his book. Snowden Lane has recruited another team from Wells Fargo Advisors. Alfredo Garcia, who managed over $100 million in assets under management, decided to make the move to Snowden Lane after Wells Fargo announced in January it would stop catering to ...

Snowden Lane looks to bring on more advisors fleeing firms that put restrictions on international clients. Snowden Lane added the Ureña Wealth Management Group to its roster of advisors, pulling the advisors from Wells Fargo, the firm announced Monday. The move comes in the wake of Wells’ announcement that it would jettison its international wealth management business. Snowden’s latest recruit, Miami-based Ureña Wealth Management, run by Armando Ureña, managed $360 million in...