A Well Fargo team with three veteran advisors and about $380 million in client assets is moving to Janney Montgomery Scott.
The group includes Chris Ozazewski, Elizabeth “Libby” Plunkett and Eric Decker. Also, Janet Desmond is making the move as a client associate. They are based in Bel Air, Maryland.
“Chris, Libby and Eric are experienced advisors who work together as a highly efficient team to help clients reach their goals,” according to John Goles, Janney’s Bel Air branch manager. “They bring a personalized approach to wealth management and a commitment to superior client service.”
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Ozazewski, a CFA, as well as a certified specialist in retirement planning and a divorce financial analyst, has been in the business since 1993. Prior to joining Wells Fargo, where he was for 10 years, he was with Citigroup, Legg Mason and Prudential Securities, according to FINRA’s Broker Check.
Plunkett started in the business in 1983 at Merrill Lynch; she also has worked for Invest Financial Corp., Alex Brown & Sons and A.G. Edwards before joining Wells Fargo, where she spent 11 years.