Wells Fargo picked up advisors from Morgan Stanley, Merrill Lynch and Janney Montgomery Scott with about $900 million in client assets combined, the firm said.
Richard J. Bernstein, a recruit from Morgan Stanley where he managed about $425 million in client assets, joined Wells at its office in Incline Village, Nev., the firm said. He will be reporting to branch manager Frederick Findeisen and Sacramento major market manager Scott E. Drysch. Bernstein's career goes back to the early 1970s, according to FINRA BrokerCheck records, and includes stops at Merrill Lynch, E.F. Hutton, Bear Sterns and Smith Barney.
Charles Guilbault, who was managing about $100 million in client assets at Merrill Lynch, joined Wells in Metairie, La., according to the wirehouse. Guilbault made the move with client associate Heather Falcon. He will report to complex manager for Southern Louisiana William Blakeman.
Ellen Cleary, a Morgan recruit who was managing $168 in client assets, joined Wells in Alexandria, Va., the firm said. She will report to Alexandria branch manager Kenan Yamaner.
Doug Walters, made the jump from Janney Montgomery Scott, where he worked with roughly $202 million in client, Wells Fargo said. He joined the wirehouses office in Saratoga Springs, N.Y., and will report to the branch manager Benjamin Chuckrow.
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