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$1.3B UBS Team Departs for Wells Fargo's FiNet

Advisor attrition continues at UBS in favor of Wells Fargo, with The Cullman/Holt Group joining its FiNet affiliate, Ascend Advisory Group, in Ohio.

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wealthmanagement.com

$1.3B UBS Team Departs for Wells Fargo's FiNet

Advisor attrition continues at UBS in favor of Wells Fargo, with The Cullman/Holt Group joining its FiNet affiliate, Ascend Advisory Group, in Ohio.

17 hours ago

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wealthmanagement.com broke the news 17 hours ago on Wednesday, September 30, 2026.

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$1.3B UBS Team Departs for Wells Fargo's FiNet

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1 Articles

$1.3B UBS Team Departs for Wells Fargo's FiNet

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$1.3B UBS Team Departs for Wells Fargo's FiNet

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$1.3B UBS Team Departs for Wells Fargo's FiNet

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