Cooke Financial Group, an advisor team managing $1.7 billion in assets, has left Wells Fargo Advisors for Noyes, an Indianapolis-based wealth management and investment banking firm.
Chris and Brian Cooke, managing directors of CFG, will serve as partners for Noyes' wealth management group and will open the firm's largest branch.
“Merging with Noyes will enable us to eliminate the conflict of interest that may arise by being associated with a wirehouse, gain access to a wider selection of investment products and serve more affluent clients,” said Chris Cooke in a statement.
The team hopes to expand their family office capabilities, offer more investment choices for clients and acquire other advisory teams, according to L.H. Bayley, chairman of Noyes' board of directors.