firm
Wells Fargo Advisors FiNet
In PWD coverage since August 22, 2026 · 4 stories
+4Talent net · 12 months9 in · 5 out
Talent flow · 12 monthsOn the wire →
Net +4 · 9 arrivals · 5 departures
Arrivals
Gianluca Palermo
Aug 27 · from Bank of America Corp.
Barry Sommers
Aug 27 · from JPMorgan Chase & Co.
James Taylor
Aug 27 · from Morgan Stanley
Nathan Matthews
Aug 21 · from UBS
Gabriel Armancas
Aug 21 · from Ameriprise
Ted Hamstra
Aug 21 · from William Blair
Departures
Jonathan Lewis
Aug 23 · to LPL Financial
Patrick Larkin
Aug 14 · to Oak Hill Wealth Advisors
Unnamed advisor
Aug 14 · to Raymond James
Julie Sabransky
Aug 14 · to Raymond James & Associates
Abby Stancik
Aug 14 · to Raymond James & Associates
PWD coverage
Moves
The custody layer gets its own talent war
Schwab, Pershing and Orion reset their leadership in a single week while a $2.4 billion team walked to LPL. The contest for talent now runs through the platforms that hold the assets.