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Wells Fargo loses 3 advisers with nearly $400M to Baird

Baird recruited three wirehouse advisers who oversaw nearly $400 million in client assets, the firm said.

The new hires, who joined earlier this month, opened two offices with Baird in Morristown, New Jersey, and West Palm Beach, Florida.

Joining in West Palm Beach are ex-Wells Fargo advisers Keith Epstein and Andrew Oremland, who oversaw a combined $243 million in client assets, according to Baird.

Collectively, this year’s mega movers managed more than $23 billion in client assets.
December 15

Both are veterans of A.G. Edwards, a predecessor firm of Wells Fargo Advisors.

Epstein began his career there in 1994, FINRA BrokerCheck records show. Oremland started his career at Olde Discount Corporation in 1995, and later transitioned to A.G. Edwards in 1998, according to BrokerCheck.

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Robert Browne, who also joined from Wells Fargo, oversaw $146 million in client assets, according to Baird.

Like Epstein and Oremland, Browne also has previous experience at A.G. Edwards; he started working at the firm in 1995 until it was acquired by Wells Fargo in 2008.

Browne, who is based in Morristown, started his career at Halpert and Company in 1989, according to BrokerCheck.

A spokeswoman for Wells Fargo could not be reached for immediate comment.

Baird currently has about 875 financial advisors operating in 28 states. The Milwaukee-based firm says it has about $115 billion in client assets.

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