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.

You May Also Like

Leave a Reply

Your email address will not be published. Required fields are marked *