A three-person team managing $225 million in assets at Wells Fargo Advisors in Scottsdale, Arizona, has joined Baird.
The team, operating as the Doche Financial Consulting Group, is headed by Lisa Ladds Doche and includes financial planner Ron Demers and associate Maggie Loe.
Doche started at Dean Witter Reynolds in 1984, according to her BrokerCheck report. In 1990, she joined Wachovia Securities, which was acquired by Wells Fargo in 2008.
Relationships are key to our business but advisors are often slow to engage in specific activities designed to foster them.
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Pro-bitcoin professionals, however, say the cryptocurrency has ushered in change.
“LPL has evolved significantly over the last decade and still wants to scale up,” says one industry executive.
Survey findings from the Nationwide Retirement Institute offers pearls of planning wisdom from 60- to 65-year-olds, as well as insights into concerns.
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