вЂњWe were very impressed with the breadth of resources we and our clients would be able to access, as well as the culture,вЂќ Wade said of their new employer.ДЄfter the 2019 Secure Act created pooled employer plans, a 401(k) vehicle enabling participants from different companies to join the same plan, financial services giants Principal Financial Group and Lockton Investment Advisors collaborated on a PEP called the (k)Praetorian Retirement Plan. The duo managed $211 million in client assets with their prior firm, and Wade is branch manager of StifelвЂ™s second office in the Nashville area. вЂњPam and Marc are held in high regard for the relationships they have built with their clients while guiding them toward their financial goals.вЂќДЄdditionally, Stifel launched a new branch in Brentwood, Tennessee, under former Merrill Lynch financial advisors Bill Wade and Reid Berry.

вЂњWe are excited to be reunited with former colleagues Pam Shulack-Smith and Marc Parson, with whom we have a long working and personal relationship,вЂќ Branch Manager Rita Mahn said in a statement. The two advisors managed a combined $157 million in their respective practices with their prior firm. Ex-Wells Fargo Advisors brokers Pam Shulack-Smith and Marc Parson left the wirehouse for Stifel Financial in Festus, Missouri.

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