5 of 20 Breakaway Advisors from November
Patrick Hitchcock moved Wells Fargo to Moment Partners
Candida Weinrick moved from Morgan Stanley to Choreo
Brandon Hagerla moved from Wells Fargo to Moment Partners
Rex Jones moved from Wells Fargo to IFC Advisors
Rex Jones brings his 35 years of experience in the financial services industry to advise multi-generational families. Rex has built a diverse network of internal resources to partner with when addressing the complex needs of IFC clients. He leverages his banking background.
Prior to joining Wells Fargo Private Bank in 2004, Rex was at Bank of America’s Private Bank. He received his B.A. from UCLA and completed Graduate School of Banking at the University of Virginia.
Rex has resided in the South Bay area for over 20 years with his wife Tracy and his two children. He is very involved in his community and spends a significant amount of time coaching his children’s sports teams and supporting them in their various endeavors.
Flavia N. moved from Merrill Lynch to SteelPeak Wealth
At SteelPeak Wealth, my focus lies in fostering robust client relationships and sculpting tailored financial plans. My expertise in wealth management strategies and client relationship management, honed over multiple years in the financial sector, allows me to guide individuals and businesses towards their financial aspirations.
The competencies developed during my tenure at Merrill Lynch Wealth Management, including family and private wealth management and financial advisory, are now instrumental in my current role. With a commitment to excellence and a strategic approach to financial planning, our team at SteelPeak Wealth ensures client goals are not just met, but exceeded.
