Team move
Strong Wealth Management Group of Wells Fargo Advisors
UBS Financial Services → Wells Fargo Advisors
What changed
Multigenerational team of advisors moved from UBS to WFA's Naples branch; operates as Strong Wealth Management Group of Wells Fargo Advisors and manages $410M.
- Reported / discovered
- Oct 20, 2026
- Effective
- Not reported
- New role
- Multigenerational advisor team
- Previous role
- Not reported
- Market
- Naples, FL
- Reported book
- $410M
- 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
Financial Advisor Magazine ↗Oct 20, 2026 · Reporting
This record is supported by reporting. It has not been independently corroborated by a linked registration observation.
Record history
1 observations consolidated into one event.
Oct 21, 2026Source evidence reconciled