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Wells Fargo Team Goes Independent With Raymond James OSJ Concurrent

Published: June 14, 2022

A former Wells Fargo team managing $630 million in client assets has created their own independent practice, Vision Wealth Advisors.

Source: wealthmanagement.com

Related Topics:

Markp SullivanRaymond JamesNate LenzHannah ClarkMichaell SchulzRaymond JameC Shawn RobertsE Steelman KetchumConcurrent AdvisorsVision Wealth AdvisorsMerchant InvestmentWells FargoVice PresidentClient Operations Rebecca BrooksConcurrent Co Founder Nate