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In the News

Team managing $1.2 billion at UBS joins Raymond James

Posted by Barbara Herman

August 31, 2020
By InvestmentNews

A team of advisers that managed $1.2 billion in client assets at UBS in Overland Park, Kansas, is joining Raymond James & Associates, the broker-dealer’s employee adviser channel.

Advisers Jared Stricklin, Darryl Dunn and Robert Meeder will operate as MDS Advisors of Raymond James and will join Raymond James’ new office in Kansas City.

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About Barbara Herman

Senior Vice President – Known for her sound advice, unique perspectives and ability to identify creative solutions. Barbara has developed deep and longstanding strategic relationships with financial services firms – from wirehouses to boutiques, as well as the diverse independent space – and works with some of the most sophisticated teams and individual advisors. Learn more...

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