As Wells Fargo cut services, this founder built a firm with frustrated private bankers

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Rick Simonetti is aware of it isn’t simple recruiting personal bankers after which transferring their shoppers and belongings. That hasn’t stopped him from constructing Fidelis Capital right into a $3 billion agency constructed largely on bankers pulled from Wells Fargo and Financial institution of America.

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Classes: Wealth administration,Business Information,Advisor Strikes,Recruiting,RIAs,Wells Fargo,Financial institution of America

Tags: Wealth administration,Business Information,Advisor Strikes,Recruiting,RIAs,Wells Fargo,Financial institution of America

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