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Two Quit Waddell & Reed for Conte Wealth AdvisorsTwo Quit Waddell & Reed for Conte Wealth Advisors
Waddell & Reed lost two York, Pa., advisors to Conte Wealth Advisors
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Patrick Barry and Brian Lauer have joined Conte Wealth Advisors from Waddell & Reed.
Conte Wealth Advisors, an independent firm in network with the broker/dealer Cambridge Investment Research Advisors, made the announcement this week.
Barry and Lauer, two advisors based in York, Pa., joined CWA on Nov. 1, according to a statement. The two advisors grow CWA’s advisor count to 17 and its support staff to 13.
CWA is headquartered in Camp Hill, Pa., with an office in Fort Myers, Fla.