Eric Smith

What changed

Joined WFA's Naples branch from Morgan Stanley, where he managed more than $400M in client assets.

Reported / discovered

Oct 20, 2026

Effective

Not reported

New role

Financial Advisor

Previous role

Not reported

Market

Naples, FL

Reported book

$400M

Reported team size

Not disclosed

Named people

1

Reported book AUM is not a confirmed transfer. Team size may include support staff. A missing effective date means it was not established from the available evidence.

Sources & evidence

This record is supported by reporting. It has not been independently corroborated by a linked registration observation.

Record history

3 observations consolidated into one event.