Insights & News
IFS Securities Recruits Akron, OH-based Wells Trecaso Financial Group
IFS Securities, an Atlanta-based full-service broker-dealer, today announces hiring of an advisor group based in Akron, OH, doing business under the brand Wells Trecaso Financial Group. The group, previously affiliated with Morgan Stanley, has over $300 million under management.
Wells Trecaso Financial Group is led by Managing Directors Douglas Wells, Ralph Trecaso and Chris Walters and has two additional support people.
IFS Securities has two platforms – an independent advisor network that caters to retail clients and a capital markets division for institutional and corporate clients.
“We are excited to affiliate with IFS Securities,” said Doug Wells, Managing Director of Wells Trecaso Financial Group. “Our goal is to thoroughly understand our client’s financial needs and then align the resources to help them meet or exceed those goals. The depth of IFS’ Capital Markets platform will allow us will bring our clients more opportunities and options that they previously did not have access to,” Wells noted.
“We are extremely pleased to have Doug, Ralph, Chris and the Wells Trecaso Financial team partner with IFS Securities,” Alex McKenzie, IFS Securities President and CEO, said. “As a key addition to our independent advisor network platform, they will be invaluable in IFS’ goal of expanding our footprint in Ohio and the Midwest,” he added.
“IFS Securities and its clearing partnership with Raymond James offer our team options that are consistent with our business model and the future goals of our firm. We looked at larger independent broker-dealers previously and we believe that IFS’ size will allow us more of a hands-on partner to help us service our clients and grow,” Trecaso said.