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.
