Kolias, who has been partnered with Tabaka since 2011, said that he has known Confluence partner Greg Weimer for more than two decades, and has high respect for Weimer and his team. " A former Wells Fargo team have joined Wells Fargo , an independent firm affiliated with Raymond James . The team generated over $137m in 1992 revenue at Confluence Financial Partners while managing $1.2m in client assets.
A former Wells Fargo team have joined Wells Fargo , an independent firm affiliated with Raymond James . The team generated over $137m in 1992 revenue at Confluence Financial Partners while managing $1.2m in client assets.