UBS Wealth Management said Wednesday that two advisors who oversaw $640 million in assets at Merrill Wealth Management have joined UBS in Sarasota, Florida.
Brian Mariash and James “Bart” Lowther will operate as Mariash Lowther Wealth Management in Sarasota, Florida. They focus on high-net-worth individuals and families.
Mariash had worked at Merrill since 2008, after starting in the financial services industry in 2001. Lowther joined Merrill in 2010.
They are joined in the move to UBS by advisor Jesse Perez and staffers Shannon Murphy, Dionysios Skaliotis and Sovanna Sok.
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