Raymond James Lands $575 Million Team
A UBS advisor team managing over $575 million in assets has left the wirehouse to join Raymond James.
Managing director Henry Hauser, advisor Suzette Dybiec, senior registered client service associate Jolie Raine have joined theBexley, Ohio office of Raymond James & Associates, the firm's employee broker-dealer.
The team, known as Hauser Wealth Management, will work in the same office with another Raymond James team, Parkview Capital Advisors. That group, led by advisors James Bowman and Bradley Kastan, left J.P. Morgan to open Raymond James' Bexley office in September 2013.
Senior member Hauser has more than three decades of industry experience, according to FINRA records. He joined McDonald Investments in 1990, staying with the firm through its acquisition by UBS. Hauser is a graduate of Connecticut College.
Dybiec has been in financial services for over 20 years. In addition to UBS, she has also worked at firms such as PaineWebber and Merrill Lynch. She is a graduate of the University of Toledo.
Most recently, Raymond James recruited a Sterne Agee team that managed more than $200 million in client assets and generated over $1 million in annual revenue while at the previous firm. That team, known as the Adams Group, joined Raymond James' San Francisco office.