Raymond Tate, formerly a Bank of America Merrill Lynch complex manager in Phoeni joined Wells Fargo Advisors Sept. 7 as a branch manager of its Oakland, Calif., office, according to recruitment firm Willis Consulting in Palo Verdes Estates, Calif.
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The firm also placed Harry Sherdil at Wells Fargo in Union City, Calif., on Sept. 20. Sherdil joins Wells from Bank of the West, where he produced a trailing 12 of $1.5 million on $150 million in assets under management.
Michael Fisher, formerly of BB&T Investments, is also a new Wells recruit as of Sept. 1. Fisher’s trailing 12 at BB&T was $260,000 on $33 million in assets under management.
