Raymond James’ employee channel recruited Linda Pardini and Douglas Wulbrecht from Wells Fargo in Santa Rosa, California. The team has managed about $442 million in client assets.
The duo do business as the Pardini Wulbrecht Financial Group of Raymond James and focus on retirement income. Also joining them are Alicia Carinalli, senior registered client service associate, and Alexis Smith, senior client service associate.
“We are excited to welcome Linda and Doug to the firm as we continue to focus on growth in the West,” according to Rick Sanchez, West Coast regional director. “Their experience brings a level of professionalism that will represent Raymond James well in the Santa Rosa market.”
Pardini began her financial services career in 1986 as an operations manager with Sutro & Company (which was later acquired by RBC Dain Rauscher. Prior to joining Raymond James, she served as senior vice president, investments at Wells Fargo Advisors.
Wulbrecht has more than 34 years of industry experience, beginning at Birr, Wilson Securities and later working as a branch manager at A.G. Edwards & Sons.
Meanwhile, Steward Partners Global Advisory, a partnership associated with Raymond James’ independent channel, says Corrado Spezzacatena and James Galbraith III have joined it in Morristown, New Jersey, from Wells Fargo, where they oversaw $200 million in client assets.
Spezzacatena has been in the business for 16 years and started at A.G. Edwards in 2002. Galbraith has been an advisor for 26 years; he first worked at E.F. Hutton and Smith Barney, moving to A.G. Edwards in 10006
“It’s exciting to find advisors who not only share our values, but our dedication to clients and their financial outcomes,” said Hy Saporta, Steward Partners’ president and chief operating officer, in a statement. “James and Corrado are esteemed members of their community, well respected by their clients and we couldn’t be happier to welcome them to the team.”
Ameriprise Financial says two Wells Fargo advisors are now part of its employee channel: John Burg and Tamara Colon of Temecula, California, who have worked with some $161 million in assets.
Their branch manager is Joseph Defalco.
“We wanted a firm with size and scale, and chose Ameriprise because of their commitment to wealth management and financial planning. We like what Ameriprise offers our clients in terms of a full range of product offerings and easily accessible technology,” according to Burg.
Burg has worked for 32 years as an advisor and was with Wells Fargo since 2008, after several years at Citigroup, Morgan Stanley and other firms. Colon also worked for Wells Fargo since 2008, after starting in the industry in 2000 at Morgan Stanley.