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wealth team

Rowland Sullivan Wealth Management team

$744MBook of businessas reported in coverage
8Advisors
Lake Ozark, MOMarket
1Moves on our record
The lineage
until Sep 27, 2026PRIORWells Fargo
Sep 27, 2026CURRENT&Partners
Sep 24, 2026team liftoutWells Fargo → &Partners

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THE DESK BRIEF

Flows, fee cuts, and closure risk on the funds you watch — every trading morning.