FiNet team managing $300 million moves to Raymond James

A six-adviser team that managed $300 million while affiliated with Wells Fargo Financial Network has joined the independent channel of Raymond James and rebranded itself as Uinta Wealth Management.

The team — consisting of veteran advisers Chris Williams, Robb Farr, Brad Wittusen, Jeffrey Smith, Roger Thornton and Kelly Holtman, as well as office manager Jana Berry and associate Kristin Craddock — is based in Salt Lake City.

[More: Indie advisers easier to recruit during COVID-19 than employees: Raymond James CEO]

The post FiNet team managing $300 million moves to Raymond James appeared first on InvestmentNews.

As our second lead editor, Cindy Hamilton covers health, fitness and other wellness topics. She is also instrumental in making sure the content on the site is clear and accurate for our readers. Cindy received a BA and an MA from NYU.

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