WASHINGTON–(BUSINESS WIRE)–UBS at this time introduced that ten advisors have joined the agency in Washington, D.C., managing $2.85 billion in consumer property.
Non-public Wealth Advisors William Slater, James (“J.J.”) King, Scott Fitzenreiter and Ryan Shuler have joined the agency’s Northeast Non-public Wealth market, managed by Julie Fox, reporting to Department Supervisor Brendan Graham. William, J.J., Scott, Ryan might be joined by Carey Greenauer, Gigi Peterson, Gregory Porter, Amanda McKenna, Nancy Robinson and Jim Ball.
Monetary Advisors Kevin Murphy, Michael Brennan, George Seals, Daniel Shannahan, John Inexperienced and Elliott Warren have joined UBS’s Mid-Atlantic Wealth Administration market, managed by Ellen Pierce, reporting to Department Supervisor Dan Egbert.
“These advisors carry an unwavering dedication to serving to shoppers navigate advanced monetary wants and we’re proud to welcome them to UBS,” stated Julie Fox, Northeast Market Head at UBS Non-public Wealth Administration. “UBS has a robust footprint in Washington, D.C. and is dedicated to rising its wealth administration enterprise within the area.”
The advisors joined UBS from Merrill, the place they suggested excessive and extremely excessive internet price households and establishments.
“Offering our excessive internet price and extremely excessive internet price shoppers with the best ranges of custom-made, tailor-made recommendation and providers continues to be our prime precedence,” stated John Mathews, Head of UBS Non-public Wealth Administration. “The collective expertise and experience of those proficient advisors enormously strengthens our native presence and can make a direct influence with our shoppers.”
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