
$1.3B UBS Team Departs for Wells Fargo's FiNet
Published on September 30, 2026
Advisor attrition continues at UBS in favor of Wells Fargo, with The Cullman/Holt Group joining its FiNet affiliate, Ascend Advisory Group, in Ohio.

Advisor attrition continues at UBS in favor of Wells Fargo, with The Cullman/Holt Group joining its FiNet affiliate, Ascend Advisory Group, in Ohio.