UBS Recruits Advisor Managing $500 Million
Merrill Lynch has lost an advisor managing $500 million in client assets to UBS Wealth Management Americas.
Advisor Stephen Davis, CIMA, will join UBS' Westlake Village, Calif. office. Davis generated annual revenue of about $2.6 million while at Merrill Lynch.
Image: Stephen Davis
Raymond James Lands $2 Million Wirehouse Team
A former Wells Fargo advisor team has left the wirehouse to join Raymond James & Associates, the firm's employee broker-dealer.
Wood Asset Management generated annual revenue of about $2 million while at Wells Fargo, according to a spokesperson for the Raymond James. The team, comprised of advisors Robert J. Wood, Robert J. Wood, Jr., Carlton L. Brown and client service associate Lola Wright, joined Raymond James' Richmond, Va. office.
Image: Robert J. Wood, Robert J. Wood, Jr., Carlton L. Brown and Lola Wright
D.A. Davidson Hires Merrill Executive
Regional firm D.A. Davidison has hired former-Merrill Lynch executive Jason Woodward as director of new advisor acquisition and training.
Woodward will oversee recruitment at the Great Falls, Mont.-based wealth manager., which has more than 400 financial advisors.
Jasons passion and commitment will serve Davidson well as our company continues its growth, said Jim Kerr, president of Davidson Companies, D.A. Davidson & Co.s parent company, in a statement. His work will allow us to ensure we have the best professionals, with the right talent and skills, to keep providing our clients with the truly personalized service they have come to expect.
Image: Jason Woodward