A.G.P. welcomes William “Wells” Van Pelt, formerly with Stifel, Nicolaus & Co., as a Managing Director of Investments of its Wealth Management Division
A.G.P. / Alliance Global Partners (“A.G.P.”) welcomes the arrival of William “Wells” Van Pelt
A.G.P. / Alliance Global Partners (“A.G.P.”) welcomes the arrival of William “Wells” Van Pelt
Wells will be joining the wealth management division of AGP as a Managing Director of Investments. Wells, historically, has managed more than 70 million in customer assets and provides a balanced approach. He combines advisory and brokerage services in a manner that best suits his clients’ needs.
Prior to joining A.G.P., Wells spent more than 11 years with Stifel, Nicolaus. Wells started his career at Smith Barney, where he worked for a total of 20 years. Wells maintains five securities licenses and is an avid outdoorsman.
A.G.P. CEO/Executive Chairman Phil Michals , commented: “Wells has a common-sense approach to working with his customers to meet their goals.” “He has a loyal client base due to his results-driven approach.” “We’re excited to have Wells on the team.”
A.G.P. National Sales Manager Eric Steingruebner, JD, CFP® commented: “Adding an advisor with Wells’ extensive experience is further evidence of the value that AGP provides to our diverse advisor base. We welcome Wells to our growing team and are excited to support him in the next phase of his career.”