A group of five employee Wells Fargo advisors with a total of $330 million in client assets have left the wirehouse to join Woodbury Financial Services, one of the Advisor Group broker-dealers.
Separately, an independent advisor with Wells Fargo Financial Network moved to LPL Financial. Earlier, he worked with about $115 million in client assets. He is aligned with LPL’s Financial Services Network.
Moving to Woodbury’s GCG Wealth Management of Charlotte, North Carolina, are George Harris with $110 million in assets, Billy Ricketts and her grandson Clay Craven with $100 million, Shell York with $90 million, and Garrett Mullins with $30 million. They will spearhead a new office in Greensboro, North Carolina.
Led by President Joel Burris, GCG Wealth has 34 advisors with $1 billion in client assets under administration.
“GCG Wealth Management’s unique value proposition continues to resonate strongly with advisors from every channel of the industry,” according to Burris. “Both Woodbury and Advisor Group have been amazing partners to us since we joined their platform earlier this year.”