ReDefine Wealth Management has added a former Wells Fargo Adviser Jeffrey J Nuttall and his team to the firm’s roster.
Nuttall, who managed roughly half a billion dollars in client assets, has been appointed as Managing Partner of the boutique SEC-Registered Investment adviser.
“Over the last 25 years, my primary goal has been to help clients redefine their conceptions and misconceptions of the real risks they face protecting and growing their wealth,” says Nuttall.
Nuttall spent 20 years at Wells Fargo serving as Senior Vice President of Investments and as a member of the Bank’s Premier Adviser Program. During his career, Nuttall has been the recipient of numerous prestigious awards including being recognised by Barron’s Magazine as one of America’s Top 1,200 Financial advisers for six straight years. He has also been recognised three times as a Top 50 Bank adviser in the US by Bank Investment Consultant magazine.
“Our industry seems to be in a rush to commoditise adviser behaviour and therefore the client experience,” says Nuttall. “When we looked across the industry at all our options and the options available for our clients, it became increasingly clear that in order to do what we believe is best for our clients, we were going to have to be a different type of firm. We know that we are going to have to build our vision from the ground up.”
Nuttall is accompanied to RWM by his former Wells teammates Mike Bredenberg and Nicole Garza. Together they offer their clients decades of industry experience addressing the multi-faceted, complex financial needs of institutional, family office, and ultra-high net worth clients.
Bredenberg will serve as the Director of Investments and Chief Compliance Officer at the new firm. He holds the Chartered Market Technician (CMT) designation and his approach to market research relies heavily on both fundamental and technical analysis methods. Ms. Garza brings over 20 years of client service experience to ReDefine and will serve as Director, Client adviser, overseeing all preparation and coordination of client reviews, new client on-boarding, account operations, and event planning.
“I am extremely excited to have Jeff, Mike, and Nicole join ReDefine Wealth Management. I have known them for many years and I have the utmost respect for their character and abilities,” says Jason Inglis, Co-Founder of RWM. “They are the cornerstone of what we are building at ReDefine.”