People Moves
Former Wells Fargo Advisors Establish Connecticut RIA
The team members of GYL Financial Synergies have left the brokerage world and opened for business as an RIA.
A group of advisors formerly associated with Wells Fargo has launched GYL Financial Synergies, an RIA, through Focus Financial Partners in Connecticut.
Based in West Hartford, the team is led by Gerald Goldberg, Jonathan Yolles, Michael Lepore and Claire McDonald. They spent over 15 years at Wells Fargo and its predecessors.
Goldberg will serve as chief executive, Yolles as chief investment officer, and Lepore and McDonald as senior managing directors.
The firm launched through Focus Independence, a program aimed at helping advisory teams launch independent wealth management businesses.