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Former Wells Fargo Team Goes Independent With Summit Financial

Published: May 2, 2023

Daniel Murphy has left Wells Fargo to establish Great Lakes Private Wealth with capital, resources and technology support from Summit.

Source: wealthmanagement.com

Related Topics:

Stan GregorPatrick PatinMonish VermaAnne NordlohDaniel MurphyMelissa HauerWells FargoGoldman SachsWells Fargo AdvisorsSummit FinancialGreat Lakes Private WealthFarmington HillsSummit Growth PartnersMerchant Investment ManagementLakes Private WealthChief Investment Officer Daniel MurphyCarla StampsFirst ClearingVardhan Wealth Management