Snowden Lane Partners adds Wells Fargo team to San Antonio office.
M2 EQUITYBITES-July 6, 2018-Snowden Lane Partners adds Wells Fargo team to San Antonio office
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Wealth advisory firm Snowden Lane Partners has announced that Mark Hogan, Leah Eller, Pam Appleby and Josh Hogan of the Hogan Eller Wealth Management Group have joined Snowden Lane from Wells Fargo, the company said.
Mark Hogan joins Snowden Lane as a Senior Partner and Managing Director, and Leah Eller as a Partner and Managing Director. Pam Appleby joins as Senior Client Relationship Manager and Josh Hogan as Investment and Planning Analyst.
At Wells Fargo, Mark Hogan and Leah Eller focused on retirement and estate planning strategies, business services and tax-advantaged education savings plans, or so-called 529 plans, and oversaw over USD 150 million in client assets.
The new team will relocate to new offices in San Antonio.
Snowden Lane is a nationally branded, open-architecture, hybrid registered investment advisor and broker-dealer that provides wealth advisory services to high net worth individuals, families, and institutional clients.
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|Publication:||M2 EquityBites (EQB)|
|Date:||Jul 6, 2018|
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