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Conte Wealth Advisors
In PWD coverage since August 18, 2026 · 11 stories
PWD coverage
Moves
Cullman/Holt Group, a seven-person UBS team with $1.3 billion, joins Wells Fargo FiNet in Ohio
The Dublin, Ohio group joins Ascend Advisory Group, the $2.5 billion practice Tony Reilly founded in 2001.