Raymond Tate, formerly a Bank of America Merrill Lynch complex manager in Phoeni joined Wells Fargo Advisors Sept. 7 as a branch manager of its Oakland, Calif., office, according to recruitment firm Willis Consulting in Palo Verdes Estates, Calif.
The firm also placed Harry Sherdil at Wells Fargo in Union City, Calif., on Sept. 20. Sherdil joins Wells from Bank of the West, where he produced a trailing 12 of $1.5 million on $150 million in assets under management.
Michael Fisher, formerly of BB&T Investments, is also a new Wells recruit as of Sept. 1. Fisher’s trailing 12 at BB&T was $260,000 on $33 million in assets under management.
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