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The planner, joining from Robertson Stephens, also has worked for UBS and Merrill Lynch.January 6
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Stephens recruited an executive with more than 30 years experience, whose career includes stops at Wells Fargo, Credit Suisse, Lehman Brothers, PaineWebber and Merrill Lynch.December 7
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The new recruit previously worked at U.S. Capital Advisors, an independent wealth management firm.November 22
