firm
Wells Fargo Advisors FiNet
In PWD coverage since August 22, 2026 · 8 stories
+1Talent net · 12 months1 in · 0 out
Observed recruiting events · 12 monthsOn the wire →
Net +1 · 1 incoming events · 0 outgoing events
Arrivals
Turquoise Private Wealth
Aug 21 · from Ameriprise
Departures
None tracked.
PWD coverage
Features
Rockefeller, FiNet and Uniting absorb $3.3 billion in employee-channel books
The moves span a Truist team in Charlotte, a seven-person UBS group in Ohio and a $1 billion Morgan Stanley advisor in Olean, New York.