Wells Fargo Advisors expands its North Texas footprint by welcoming Frisco-based AGT Private Wealth Advisors, enhancing asset management capabilities.
FRISCO, Texas — This article was originally published in the Dallas Business Journal. Read the original article and more business content here.
A Frisco-based wealth management firm with $1.6 billion in assets under management has joined Wells Fargo Advisors as the financial giant continues to grow its presence in North Texas.
Wells Fargo Advisors, the wealth management arm of San Francisco-based Wells Fargo & Co. announced on May 4 the addition of AGT Private Wealth Advisors. The team, previously affiliated with Swiss financial giant UBS, consists of six financial advisers and eight support staff based in Frisco.
Wells Fargo Advisors has had a presence in Dallas-Fort Worth since 1985, according to the announcement. A spokesperson declined to disclose the firm’s assets under management in DFW.
Chris Gerrish, Mid-America market leader at Wells Fargo Advisors, said the latest additions help strengthen the company’s “growing presence” in North Texas. Gerrish sits in the Wells Fargo Advisors branch office in Frisco and oversees financial advisers across DFW.