Carolin Botzenhardt, who managed $100 million at Wells Fargo Advisors in San Diego, has joined the La Jolla, California, branch office of UBS Private Wealth Management.
Botzenhardt, who had been with Wells Fargo for five years, earlier spent 15 years with Deutsche Bank Securities.
Botzenhardt’s areas of expertise include investment management, trust and estate planning, residential, commercial and structured lending solutions, as well as capital markets and foreign exchange, UBS said in a press release Monday.
Relationships are key to our business but advisors are often slow to engage in specific activities designed to foster them.
Whichever path you go down, act now while you're still in control.
Pro-bitcoin professionals, however, say the cryptocurrency has ushered in change.
“LPL has evolved significantly over the last decade and still wants to scale up,” says one industry executive.
Survey findings from the Nationwide Retirement Institute offers pearls of planning wisdom from 60- to 65-year-olds, as well as insights into concerns.
Streamline your outreach with Aidentified's AI-driven solutions
This season’s market volatility: Positioning for rate relief, income growth and the AI rebound
