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Monday, September 28, 2026The Morning Brief →Sign in
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Jon Vallaro

In PWD coverage since August 21, 2026 · 1 story
PWD coverage
Moves

FiNet wins back a UBS team and adds an Ameriprise practice

Frederick Spagnola and Jon Vallaro return to the Wells Fargo independent channel, and Gabriel Armancas brings his $140 million Ameriprise practice to FiNet.
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