Mindy Diamond on Independence: Top UBS Team on Their Shift to Wells Fargo Advisors
Vince Finney and Joe Panfil of Bibler, Finney, Panfil Private Wealth Management Group left UBS for Wells Fargo Advisors with partner Ryan Bibler in 2018. In a departure for our show that typically focuses on independence, it’s a candid conversation with a young team who didn’t break away, but instead transitioned within the traditional space.
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