UBS Hires Four BofA Merrill Lynch Advisors With $800M in Assets
UBS Wealth Management Americas has hired four Bank of America Merrill Lynch financial advisors previously handling $800 million in client assets.
In Palm Beach, Fla., Adrian Davis De Montluzin, Michael Melnyk and Carolyn Smith come to UBS after having $1 million in annual fees and commissions and $258 million in assets under management. They report to UBS branch manager Philip Jordan.
De Montluzin, Melnyk and Smith have been registered with UBS since July 29, according to the Financial Industry Regulatory Authority’s registration records. De Montluzin comes to UBS after serving at Merrill Lynch since October 1995. Melnyk joined Merrill Lynch in May 2006, following almost 13 years at Citigroup Global markets starting in July 1993. Smith joined Merrill Lynch in January 1998 from A.G. Edwards & Sons, where she served for about one year.
In Beverly Hills, Calif., Margaret Lech-Loubet has joined after having $1.1 million in annual production and overseeing $542 million in client assets. She has been registered with UBS since July 28, FINRA records show, and reports to UBS complex director David Bigler. Lech-Loubet had been with Merrill Lynch since October 2009 and Banc of America Investment Services before that from April 1999.