Wells Fargo team with $800 million moves to Raymond James

Wells Fargo team with $800 million moves to Raymond James
Daniel Kaschmitter and William Gelegotis are joining the employee unit in Salt Lake City
JAN 10, 2020

Daniel Kaschmitter and William Gelegotis, who managed $800 million at Wells Fargo Advisors in Salt Lake City, have joined the employee unit of Raymond James.

Mr. Kaschmitter, who began his career at PaineWebber, was with Wells Fargo and its predecessor firms for 18 years.

Mr. Gelegotis, who has more than 40 years of financial services experience, spent the last 18 years with Wells Fargo and its predecessors.

Latest News

The power of cultivating personal connections
The power of cultivating personal connections

Relationships are key to our business but advisors are often slow to engage in specific activities designed to foster them.

A variety of succession options
A variety of succession options

Whichever path you go down, act now while you're still in control.

'I’ll never recommend bitcoin,' advisor insists
'I’ll never recommend bitcoin,' advisor insists

Pro-bitcoin professionals, however, say the cryptocurrency has ushered in change.

LPL raises target for advisors’ bonuses for first time in a decade
LPL raises target for advisors’ bonuses for first time in a decade

“LPL has evolved significantly over the last decade and still wants to scale up,” says one industry executive.

What do older Americans have to say about long-term care?
What do older Americans have to say about long-term care?

Survey findings from the Nationwide Retirement Institute offers pearls of planning wisdom from 60- to 65-year-olds, as well as insights into concerns.

SPONSORED The future of prospecting: Say goodbye to cold calls and hello to smart connections

Streamline your outreach with Aidentified's AI-driven solutions

SPONSORED A bumpy start to autumn but more positives ahead

This season’s market volatility: Positioning for rate relief, income growth and the AI rebound