UBS duo managing $148 million go indie with Raymond James

UBS duo managing $148 million go indie with Raymond James
“Skip” Parker and Harriet Parker, who operate as Four Corners Private Wealth, will open an office in Greenwich, Connecticut.
JUN 23, 2022

C. Jefferson A. “Skip” Parker and Harriet M. Parker, who managed $148 million at UBS, have established their own firm, Four Corners Private Wealth, and affiliated with Raymond James Financial Services — the firm’s independent adviser channel. 

The two are temporarily based in Glastonbury, Connecticut, and are opening an office in their hometown of Greenwich, Connecticut, Raymond James said in a press release Thursday.

Prior to spending the last 12 years at UBS, Skip Parker was with Smith Barney and Merrill Lynch. Prior to joining UBS in 2010, Harriet Parker spent seven years at Smith Barney.

Latest News

The power of cultivating personal connections
The power of cultivating personal connections

Relationships are key to our business but advisors are often slow to engage in specific activities designed to foster them.

A variety of succession options
A variety of succession options

Whichever path you go down, act now while you're still in control.

'I’ll never recommend bitcoin,' advisor insists
'I’ll never recommend bitcoin,' advisor insists

Pro-bitcoin professionals, however, say the cryptocurrency has ushered in change.

LPL raises target for advisors’ bonuses for first time in a decade
LPL raises target for advisors’ bonuses for first time in a decade

“LPL has evolved significantly over the last decade and still wants to scale up,” says one industry executive.

What do older Americans have to say about long-term care?
What do older Americans have to say about long-term care?

Survey findings from the Nationwide Retirement Institute offers pearls of planning wisdom from 60- to 65-year-olds, as well as insights into concerns.

SPONSORED The future of prospecting: Say goodbye to cold calls and hello to smart connections

Streamline your outreach with Aidentified's AI-driven solutions

SPONSORED A bumpy start to autumn but more positives ahead

This season’s market volatility: Positioning for rate relief, income growth and the AI rebound