Snowden Lane Partners has announced the launch of The Esses Group, a new wealth management team helmed by Tony Esses, who was Managing Director at Wells Fargo Advisors from 2014-2021. Overseeing more than 800 million dollars in client assets, they will be based in Snowden Lane’s Coral Gables office.
Esses, a top-ranked financial advisor with over 35 years of experience in the international wealth management business, specializes in working with individuals, business owners and families based in Argentina. He is joining Snowden Lane as a Senior Partner and Managing Director.
“Over the last three decades, Tony has established himself as a top-rated financial advisor and a true champion for his clients. He exemplifies everything we look for in a partner and colleague, and we have no doubt he and his new team will do great things for years to come”, said Greg Franks, President and COO of Snowden Lane Partner.
Meanwhile, Esses claimed to be “delighted” to be joining a firm “with such a client-first mindset and independent spirit”. In order to best serve clients, it “became clear” to him that he needed to operate within a firm that gave their advisors space and freedom without conflicts or pressure. “Snowden Lane’s built an environment that’s removed all obstacles to growth, and their fast rise within the RIA space is a reflection of the strong and unique culture they’ve established”, he commented.
Prior to Snowden Lane, he served as a Managing Director at Wells Fargo Advisors for seven years, and before that held senior roles at Barclays (2010-2014) and Republic National Bank of New York (later HSBC, 1985-2010). He’s been selected to the Financial Times Top 400 Advisors list several times and has been distinguished as a premier advisor at each of the institutions he’s worked for.
The firm has also revealed that several additional team recruits are expected to join soon.
Rob Mooney, Snowden Lane’s CEO, added that it’s been an exciting recruiting start so far this year and that they are “so pleased” with the pace and quality of individuals who’ve have joined them over the last few months. “We finished 2020 with great momentum and we’re heading into the second half of 2021 with wind in our sails. The strong response from the advisor community, particularly those who cater to international clients, has been nothing short of breathtaking and we’re looking forward to the future”, he concluded.
The firm has 116 total employees, 64 of whom are financial advisors, across 12 offices around the United States.
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