Wells Fargo Advisors hires Morgan Stanley's Eric Smith in Naples
Smith managed more than $400 million at Morgan Stanley and is the second Naples-based addition for Wells Fargo Advisors this month.
At a glance
Wells Fargo Advisors hired Eric Smith, a Morgan Stanley advisor who managed more than $400 million in client assets, to its Naples, Fla., branch, Financial Advisor Magazine reported.
Smith has more than two decades of experience serving high-net-worth individuals and families, business owners, executives and organizations, according to Wells Fargo Advisors.
Smith is the second Naples-based addition to Wells Fargo Advisors' Florida Gulf Coast market this month.
Wells Fargo Advisors hired Eric Smith, a Morgan Stanley advisor who managed more than $400 million in client assets, to its Naples, Fla., branch, Financial Advisor Magazine reported. Smith joined the branch on Thursday.
Smith has more than two decades of experience serving high-net-worth individuals and families, business owners, executives and organizations, according to Wells Fargo Advisors. BrokerCheck records show 12 years at Morgan Stanley before the move, according to the report.
Smith is the second Naples-based addition to Wells Fargo Advisors' Florida Gulf Coast market this month. Earlier in October, the firm recruited a multigenerational team from UBS Financial Services, Strong Wealth Management Group of Wells Fargo Advisors, which manages $410 million, according to the report.
Save this analysis and keep the funds you follow together in My Desk.
Sign in to save articles or follow funds.
MovesPlunkett and Thomas launch Iron Shore Wealth Strategies in Fifth Avenue Financial tie-up
MovesOsaic recruits ICG next's $2.3 billion New Jersey team from LPL
The Close