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August 25, 2015 at 09:34 AM
A team of advisors with about $190 million in client assets has moved back to independence, after five years with Morgan Stanley (MS).
Jerod Wurm and Casey Frye recently opened an independent practice with Wells Fargo Advisors (WFC) Financial Network in Roseville, California, near Sacramento. The team does business for FiNet as Wurm & Frye Wealth Management, and each member has about 17 years in the business.
Prior to joining Morgan Stanley in 2010, the two advisors worked as indie reps affiliated with LPL Financial for seven years. Before going independent, they worked for Prudential Securities, Pruco Securities, American Express and IDS Life Insurance.
This news comes on the heels of the departure of advisor Mark Bailey, who left Morgan Stanley nearly three months ago to join FiNet. Bailey is based in Williamsville, New York, has 28 years of industry experience and reportedly manages about $285 million in client assets.
