About 3-4 months ago we put some of the money from the sale of our house in an investment account. We did it with Wells Fargo because it's our regular bank, our local branch has Financial Advisors, and frankly after all their recent issues WF was bending over backwards to make it worth our time, lower minimum balance, lower fees etc because they were losing so many customers. Today I got a call from my advisor and was a bit surprised to hear he's no longer with Wells Fargo, and is actively recruiting me to move my account with him to his new company, Morgan Stanley. He's done pretty well so far but the market has been way up so virtually anyone would have. Nice guy, seems ok but I'm a little leery is it actually normal for someone to leave one company and then contact his clients to ask them to move over to his new company? he says it can all be done without any cost, in fact he said we'd stay in the same accounts and stocks although I'm not sure how that would happen I have to assume we'd have to sell them. The whole thing is annoying if we decide to go with him we have to figure out what paperwork it takes, if we don't, then we don't even know who our advisor is at WF, or if they're even going to give us one. I'm somewhat inclined to take the money and go to the advisor my dad uses instead.