Former UBS team, generating $7.7mm in revenue, sought to serve their HNW and UHNW clients a more bespoke experience.
About Deborah Aronson
Manager – Known for her open and transparent communication skills, and a personal commitment to understanding the needs and goals of the advisors she works with, Deborah acts as their sounding board, educator and trusted partner throughout their journey of finding the right fit for the next stage of their business life. Learn more...
By Alex Padalka, FAIQ.com – Rockefeller Global Family Office announced that it has lured a team of UBS advisors.
By Karmen Alexander, AdvisorHub – Rockefeller’s Global Family Office has landed a UBS Wealth Management USA team that oversaw $900 million in client assets in Atlanta, according to a source familiar with their practice.
By Deborah Aronson, FA-Mag.com – While the acronym “OSJ” may be a familiar one, few advisors are aware of the features and benefits – and potential advantages – the model provides.
With Kestra Private Wealth Services (PWS), Matt West and David Combs found a team of people with the experience and expertise to help them break away from the wirehouse space and successfully assist the team in launching Canton Wealth Partners in Roswell, GA
By Alex Padalka, FinancialAdvisor IQ – Kestra Private Wealth Services says it has nabbed a team of Merrill Lynch financial advisors.
Independent Firm Marriott Wealth Advisors Joins mFORCE Capital via Sanctuary Wealth’s Partnership Program
By Ali Hibbs, WealthManagement.com – One acquisition will bolster Sanctuary’s retirement plan offerings, while the other will add $150 million in assets under management in Arkansas.
By Ali Hibbs, WealthManagement.com – Sanctuary Wealth announced the acquisition of Marriott Wealth Advisors in Hot Springs Village, Ark., which will become a division of Sanctuary partner firm mFORCE Capital in Fort Worth, Texas.
By Meghan Seawell, AdvisorHub – Going independent is a big decision. For Adam Goldstein, it became a foregone conclusion. When the Arizona advisor – named Best-in-State Wealth Advisor by Forbes in 2020 – learned about LPL Financial’s new breakaway solution, Strategic Wealth Services, he knew he had found something intriguing.
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