October 13, 2023
By Karmen Alexander
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.
The four-person team, called Bridgeline Wealth Partners, is led by advisors Travis M. Propst and J. Trent Douglas and includes support staff Ryan Brady and Jaimie Crook. They had produced $7.7 million in annual revenue, according to the source.
The team, which joined on October 13, reports to Kristen Sario, Rockefeller’s Southeast division director who joined the New York-based firm from Morgan Stanley in 2022.
“Their experience as advisors, counselors, and confidantes dedicated to managing the complexities of families and wealth is a great addition to our growing presence in the Greater Atlanta market,” Sario said in a Friday announcement.
Sario’s division last month also added a UBS team in North Carolina that oversaw $600 million in client assets and produced $4.8 million in annual revenue.
The Bridgeline team ranked #26 on Forbes’ best-in-state wealth management teams list this year. Propst and Douglas individually ranked #9 and #21, respectively, on the publication’s best-in-state wealth advisors list this year.
