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FUNDRAISING NEWS | October 23, 2024
Tags: Personnel, Financial Advisor Move
A breakaway team from Wells Fargo has reportedly founded its own independent practice in Southern California, per an October 21 report by Citywire.
The three-person Syrios Wealth Management Group is led by financial advisor and founder Greg Syrios, joined by senior client relationship manager Beverly Patton and CCO Kimberly Roberts, and operates out of La Jolla, CA. Syrios serviced over $400M in assets at Wells Fargo to a clientele ranging from small business owners to nonprofits, with nearly all of them expected to migrate to his new independent practice, according to Citywire.
Source:
https://citywire.com/ria/news/400m-wells-fargo-breakaway-launches-socal-ria/a2452652
Written By: Dakota
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