Verified Veteran Owned Business
  • Home
  • Pricing
  • Placement Services
  • Principal/Agent
  • White Label
  • News
  • Sign Up
  • Login

UBS ushers in $220 million Wells Fargo rep


« Return to News

Garth Allan, who managed $220 million at Wells Fargo, has joined the Newport Beach, California, office of UBS Wealth Management.

Allan, who had been with Wells Fargo for 11 years, makes the move with his service associate Catherine Rusk. Earlier, he spent four years with Edward Jones.

In his practice, Allan focuses on delivering personalized investment planning and comprehensive wealth management advice to high-net-worth and ultra-high-net worth clients, UBS said in a press release.

« Return to Dashboard

Have any Questions?

We're here to help. Send us an email or call us at +1 (585) 329-9661. Please feel free to contact our experts.

A donation will be made by Adviser First Partners to a Veterans organization on behalf of all financial professionals and firms that register each month

Contact Us

Adviser First Partners

Subscribe to our mailing list.

Veteran Owned Business

Quick Links
  • Home
  • Schedule Meeting
  • Listen & Subscribe to Our Podcast
  • Contact
  • New Item
Your Account
  • News
  • Schedule Meeting
  • Register
  • Login
  • Dashboard
  • Sign Out
  • New Item
  • New Item
Get In Touch

P.O. Box 12
Ionia, NY 14475

Phone: +1 (585) 329-9661
Email: info@adviserfirstpartners.com

© 2025 Adviser First Partners. All Rights Reserved.

Web Design by eLink Design, Inc., a Kentucky Web Design company