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UBS Breakaways Launch LA Wealth Management Practice

By Alex Padalka, Financial Advisor IQ - An experienced UBS financial advisor has left the firm to form a new wealth management practice. Anne Johnston has launched Los Angeles-based Created Wealth Advisory to serve multi-generational families, creative professionals and baby boomer women, according to a press release from the company.

November 7, 2019
By Alex Padalka

An experienced UBS financial advisor has left the firm to form a new wealth management practice.

Anne Johnston has launched Los Angeles-based Created Wealth Advisory to serve multi-generational families, creative professionals and baby boomer women, according to a press release from the company.

Johnston, who previously managed more than $100 million at UBS, will serve as the managing director and wealth advisor of the new practice while Nathan Stoker will be the firm’s wealth strategist, Created Wealth says.

The company partnered with TruClarity Wealth Advisors for its transition to independence, according to the press release.

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