10 advisers managing $2.85 billion join UBS from Merrill

10 advisers managing $2.85 billion join UBS from Merrill
The advisers, who work with high- and ultra-high-net-worth families and institutions, join the firm in Washington, D.C.
SEP 27, 2022

Ten advisers from Merrill Lynch who managed $2.85 billion in client assets have joined UBS in Washington, D.C.

Private wealth advisers William Slater, James King, Scott Fitzenreiter and Ryan Shuler have joined the firm’s Northeast private wealth market.

Financial advisers Kevin Murphy, Michael Brennan, George Seals, Daniel Shannahan, John Green and Elliott Warren have joined UBS’ Mid-Atlantic wealth management market.

The 10 advised high- and ultra-high-net-worth families and institutions.

“UBS has a strong footprint in Washington, D.C., and is committed to growing its wealth management business in the region,” Julie Fox, Northeast market head at UBS Private Wealth Management, said in a statement.         

"Providing our high-net-worth and ultra-high-net-worth clients with the highest levels of customized, tailored advice and services continues to be our top priority,” John Mathews, head of UBS Private Wealth Management, said in the statement. “The collective experience and expertise of these talented advisors greatly strengthens our local presence and will make an immediate impact with our clients.”

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