Wells Fargo Advisors has snapped up a financial advisor team from Morgan Stanley Smith Barney in Edmond, Okla.
Financial advisors Gregory Smith and Philip Stevens join Wells Fargo, after previously overseeing $105 million in client assets and generating $1.04 million in fees and commissions.
Both Smith and Stevens served at Morgan Stanley Smith Barney from June 2009 and Citigroup Global Markets before that from November 2000, according to their registration records with the Financial Industry Regulatory Authority. Both also previously served at Merrill Lynch and Walnut Street Securities, FINRA records show.
Also joining Wells Fargo with their team is financial consultant Jeffery Price, who was with Morgan Stanley Smith Barney from June 2009 and Citigroup before that from July 2005.
All three have been registered with Wells Fargo since Oct. 28, according to their registration records with FINRA.
