At a glance
- 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.
- 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.
Reported by the Moves desk from Financial Advisor Magazine. Published . Corrections