A San Diego-based Wells Fargo team with about $1 billion in assets has moved to AdvicePeriod: Ryan Goldenhar, CFP, CFA, and Jackie Lewis, CFP.
Lewis was with JPMorgan from 1994 to 2002, when she became a wealth advisor and senior vice president at Wells Fargo. Goldenhar was a senior investment strategist for Wells Fargo Bank for the past 16 years, after working for Merrill Lynch and Centara Capital.
“We could not be happier to have Ryan and Jackie on the team,” said AdvicePeriod principal Larry Miles, in a statement. “They are incredibly successful advisors who were looking for the best home for their clients. It’s an honor that they are partnering with us.”
“AdvicePeriod makes so much sense for our clients,” according to Lewis. “We wanted to find a firm that could provide us the resources we need to do even more for our families and we know we’ve found it.”
Based in Los Angeles, AdvicePeriod is an RIA that serves reps with ultra-wealthy and high net worth clients; it has about $5 billion in client assets.
“Honestly, we are way ahead of schedule,” Miles explained. “We’ve only focused on attracting like-minded advisors for two years.”
The group says it is working on the introduction of estate-planning visualization technology for its registered reps.
Alex. Brown News
Alex. Brown, a division of Raymond James, welcomed advisor John-Peter “JP” Rockwell Curcio in Atlanta from AB, Alliance Bernstein. Curcio works with about $110 million in client assets and has been in the industry for 22 years.
“We’re proud that Alex. Brown’s culture, combined with robust resources at Raymond James, continues to attract high quality client advisors like JP,” according to Regional Director Brett Kellam.
“I was looking for a firm that is focused on putting my clients’ needs first,” said Curcio, in a statement. “I found the boutique feel of Alex. Brown’s culture and the wide range of resources at Raymond James to be the best match for me and my clients.”
LPL Developments