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W. Bruce Holt

In PWD coverage since September 30, 2026 · 4 stories

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Cullman/Holt Group moves $1.3 billion from UBS to Wells Fargo's FiNet affiliate Ascend

The seven-person group joins Ascend Advisory Group, which manages more than $2.5 billion in Dublin, Ohio.

Moves · Oct 1Cullman/Holt Group, a seven-person UBS team with $1.3 billion, joins Wells Fargo FiNet in Ohio

move · Sep 30A $1.3 billion UBS duo joins Ascend Advisory Group in Dublin, Ohio

Moves · Sep 30UBS's $1.3 billion Cullman/Holt team leaves for Wells Fargo's FiNet