People Moves
Wells Fargo Advisors Adds $439 Million With Two Team Hires
Two financial advisory teams with a total of $439 million in combined assets under management have joined Wells Fargo Advisors’ private client group.
John Phillips, Darrell Jones and Scott Dickerson joined the Salt Lake City, UT, branch from UBS. The team has a combined 54 years of experience in the industry and $219 million in AuM. They report to branch manager Rand Jolley.
Meanwhile, the Climer Wealth Management Group - comprised of father-son team Michael and Wes Climer - joined in Charlotte, NC, from Merrill Lynch, Pierce, Fenner & Smith.
They have more than 35 years of industry experience and $220 million in AuM. They bring with them their senior registered client associate, Jane Jonas, and report to Charlotte market manager Joel Glasco.
