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Wealth Advisor Daily
The advisor's edition — practice, portfolio, and the book.
Wednesday, August 19, 2026The Morning Brief →Sign in
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Wooster Square Advisors

In PWD coverage since August 17, 2026 · 1 story
1Moves on the wire · 12 months
Talent flow · 12 monthsOn the wire →
Kim Welch
Aug 16 · exec change
PWD coverage
Moves

Raymond James adds $200M Wells Fargo team; Arden Trust names president

Raymond James pulls in a pair of Wells Fargo advisors, Arden Trust puts a trust veteran in the president's seat, and Wooster Square adds a specialist.
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