By Steve Garmhausen Each year, more and more independent firms present themselves as ideal landing spots for brokers who want to leave the big Wall Street institutions. Snowden Lane Partners, based in New York, says its leadership team of former Merrill Lynch heavy hitters and its W-2 affiliation model help it stand out among the suitors…. View Article
By Sam Del Rowe Snowden Lane Partners is increasing its presence in South Florida with plans to tap new advisor talent and expand its international business. In September the firm announced a nearly 10,000-square-foot expansion of its Coral Gables, Florida office space. The firm first opened the office in 2019, it says. Florida is appealing to the… View Article
By Sam Del Rowe September 9, 2021 Snowden Lane Partners says it has added another advisor from Wells Fargo, bringing the total number of advisors it has onboarded from the wirehouse to 13. Paula Oddone has joined the registered investment advisor firm as a partner and managing director, according to Snowden Lane. Oddone has $137 million in client assets… View Article
A financial advisor seeking a new broker-dealer after her prior firm dropped its international business joined a company whose specialty is serving practices that have foreign clients. Paula Oddone left Wells Fargo Advisors after 18 years to join the Snowden Lane Partners branch in Coral Gables, Florida, her new firm said on Sept. 7. As… View Article
Former Wells Fargo Advisor, Paula Oddone, Joins as Partner and Managing Director CORAL GABLES, Fla – September 7, 2021 – Snowden Lane Partners, an independent, advisor-owned, wealth advisory firm dedicated to providing client-focused advice in a values-driven culture, today announced that Paula Oddone has joined the firm as Partner and Managing Director. Based in Snowden… View Article
Led by Former Wells Fargo Vet, Tony Esses, The Esses Group Is the Seventh New Team to Join Snowden Lane This Year The Move Will Bring Snowden Lane’s Total Client Assets to More than $8 Billion CORAL GABLES, Fla–Snowden Lane Partners, an independent, advisor-owned, wealth advisory firm dedicated to providing client-focused advice in a… View Article
NEW YORK–(BUSINESS WIRE)–Snowden Lane Partners, an independent, advisor-owned, wealth advisory firm dedicated to providing client-focused advice in a values-driven culture, today announced the launch of a new advisory team consisting of four former Wells Fargo financial advisors and three client relationship managers. Branded as the 540 Madison Wealth Advisors Group, the new team will be… View Article
Cynthia Hewitt joined financial advisory firm Snowden Lane Partners as a senior partner and managing director on January 11. Cynthia Hewitt recently joined New York City-based Snowden Lane Partners, an independent wealth advisor that manages $6 billion in assets and has been ranked among Barron’s top 100 RIA firms. Hewitt was a managing director of… View Article
Cynthia Hewitt, one of the industry’s most successful female financial advisors, is a former Managing Director of Investments at Merrill Lynch Wilmington, DE – January 11, 2021 – Snowden Lane Partners, an independent, advisor-owned, wealth advisory firm dedicated to providing client-focused advice in a values-driven culture, today announced that Cynthia Hewitt, CIMA, CPRC, CPWA, a… View Article
Snowden Lane says it poached another financial advisor from Merrill Lynch. Daniel Rodriguez joins Snowden Lane’s Coral Gables, Fla., office as a partner and managing director, according to a press release from the firm. He previously managed $84 million at Merrill Lynch, Snowden Lane says. Rodriguez is joined by Tatiana Martinez-Ventura, senior registered client relationship… View Article