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May 23, 2018 at 08:21 PM
Baird says it has added three groups in Michigan with a total of six financial advisors and two associate advisors, as well as a duo in Arizona. Most of these new reps moved to Baird from Wells Fargo, though others joined from Morgan Stanley and another broker-dealer.
Two groups moving to Baird in Ann Arbor come from Wells Fargo: The Mathey-Mirabella Group includes John Mathey and Dan Mirabella; it has yearly fees and commissions of $1.5 million. The Olson Bellfi Pham Group encompasses Karla Olson-Bellfi, CFP; Thai-Vi Pham; and Omer Bellfi; it has about $1.6 million in annual production.
In Edina, Dobbin McCrea, Jr., and Kevin A. Rollwagen are part of a team that has yearly production of $1.7 million. They formerly worked for Morgan Stanley and are now working with Cassidy M. Burns, CFP, who used to be with IMST Distributors.
Meanwhile, coming on board in Tucson are advisors Irv Mindes and Bill Fedor, who oversee $360 million and $206 million in client assets respectively. Both used to be with Wells Fargo.
Baird’s Private Wealth Management business includes roughly 860 advisors working with client assets of $136 billion.
RBC Recruits
In other news, RBC Wealth Management has welcomed the Weissman & Dion Wealth Management Group to its West Palm Beach office, according to Kirstin Turner, director of the Florida complex. The team — formerly with Wells Fargo — plans to move into a new office in Boca Raton in the fall.
The Weissman & Dion Wealth Management Group manages about $600 million assets and includes Gary Weissman and Eric Dion, both of whom have roughly 30 years of industry experience.
“Gary, Eric and the team are well-respected in the area and are known for cultivating strong relationships with clients and for and developing and implementing goals-based wealth management strategies to meet clients’ individual needs,” said Turner in a statement.
In Spokane, Washington, three advisors joined the branch from Wells Fargo: Doug Dumais, a 35-year veteran; Kirt Fredericks, with 26 years of experience; and Kathy Hale, who has 16 years of experience.
