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FUNDRAISING NEWS | July 12, 2024

Wells Fargo Adds Advisors From Merrill, UBS

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Wells Fargo has recently recruited financial advisors from Merrill Lynch and UBS, managing over a billion dollars in combined assets. John Heckler, the largest solo producer among the new hires, joined in Bethesda, Maryland. Heckler previously generated over $2 million in trailing 12-month revenue from more than $360 million in assets at Merrill Lynch. He has 40 years of experience, having started at PaineWebber in 1984, and later working at Morgan Stanley and Merrill.

Jansen Bailey and Julie Axley Bailey joined Wells from UBS. The Atlanta-based duo produced nearly $2.3 million in annual revenue from over $270 million in assets at UBS. They operate as Acunis Wealth Partners, which includes Senior Client Associate Chevyone Williams and Client Associate Eldon Lu. The Baileys have a combined 40 years of experience, with careers that have included stints at Merrill, Citigroup Global Markets, and Morgan Stanley before joining UBS in 2014.

Additionally, Matthew Power, a New Jersey-based advisor with 28 years of experience. Power has joined affiliate Seventy2 Capital from UBS, where he produced approximately $1 million in trailing 12-month revenue from more than $292 million in assets. Power has previously worked at Salomon Smith Barney, Prudential Securities, Wachovia Securities, Stifel, Nicolaus & Co., and UBS.’

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Written By: John Washington, Data Research Analyst

John Washington is the Data Research Analyst at Dakota.

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