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TSG Wealth Management
In PWD coverage since August 27, 2026 · 3 stories
+1Talent net · 12 months1 in · 0 out
Talent flow · 12 monthsOn the wire →
Net +1 · 1 arrivals · 0 departures
Richard Wilson
Aug 26 · team liftout
Advisor
Aug 26 · team liftout
Arrivals
Lance Dunn
Aug 27 · from Raymond James
Departures
None tracked.
PWD coverage
Moves
Raymond James loses $545M, then raids Wells Fargo
The round-robin of independent-channel recruiting tightens as FiNet takes two California teams and Raymond James answers with a Wells Fargo veteran.