Elite Consulting Partners consulted the $850 million Pennsylvania-based Stonebridge team on their move from Wells Fargo FiNET to Triad and was featured recently in trade media articles on the subject. These include “Wells Fargo FiNET Loses $850 Million Team to Triad” in WealthManagement and the Financial Planning article, “Wells Fargo FiNET team grows to more than $850 Million, Bolts for Triad Advisors”.
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