People Moves
Wells Fargo Bolsters Brokerage Unit With Advisor Hire - Report
San Francisco’s Wells
Fargo has added David Halsch - latterly of UBS Wealth
Management Americas – to
its Denver, CO office as an advisor within its brokerage unit,
SunSentinel reports.
Halsch started
his new role last week from UBS' US brokerage,
according to a recruiter with knowledge of the move, the
publication said.
Prior to UBS, Halsch
was reportedly an advisor at Merrill Lynch for approximately 20
years.
Earlier this month, Wells Fargo launched its Abbot Downing
business - a move involving the merger of
two of its wealth management units under a new brand.
Additionally, in February, the firm appointed Lisa Featherngill
as
managing director of planning of the division, based in
Winston-Salem, NC,
reporting to head of wealth planning, Anthony McEahern.
