Team managing $800 million at BMO joins Crewe Advisors

A four-adviser team that managed $800 million while at BMO Wealth Management in Scottsdale, Arizona, has joined Crewe Advisors, an RIA managing $1 billion, in a deal that expands Crewe’s footprint beyond Salt Lake City.

Making the move are advisers Jason Miller, Kris Yamano, Duncan Corley and Louise Goudy. A senior associate, Kimberly Mawk, is also moving to Crewe Advisers.

[More: What’s LPL’s recruiting deal for employee advisers?]

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Andrew is half-human, half-gamer. He’s also a science fiction author writing for BleeBot.

Andrew Vincent
Andrew is half-human, half-gamer. He's also a science fiction author writing for BleeBot.
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