Marina Tudela, Idalia Daguin and Gabriela Aguilar, who managed $280 million at UBS in Miami, Florida, have joined the Alex. Brown unit of Raymond James.
The three advisers, who are natives of Venezuela, have an international clientele.
Tudela was with UBS for 20 years after spending eight years at Smith Barney in San Juan.
Daguin has been in the financial services industry for almost 24 years, including many years at Citibank, where she worked in commercial banking.
Aguilar, who earned a law degree in Venezuela, has been in the financial services industry for 19 years.
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.
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