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Transition Announcement: First Republic Private Wealth Management Welcomes UBS Advisor Managing Over $900mm

Transition Highlights

Transition Announcement: First Republic Private Wealth Management Welcomes UBS Advisor Managing Over $900mm

Posted by Mindy Diamond

Forbes Top Advisor and Best in State of MA, $7.5mm Max Peckler, joins First Republic Private Wealth Management.

I was searching for a better way to serve clients and grow my business. I chose First Republic because client service is at the forefront of everything they do. The firm is dedicated to helping their Wealth Managers accelerate growth—plus I’m always just one call away from senior leadership.

Max Peckler, Managing Director and Wealth Manager
First Republic Private Wealth Management

For Max Peckler, this transition was much more about the strong pull towards a better place to serve clients and grow his business—rather than the push away from UBS.

While he built an extraordinary business over nearly 2 decades at UBS – landing on the Forbes America’s Top Wealth Advisors list and taking #2 for Best in State of Massachusetts in 2021 – Max felt he hit a ceiling in terms of how he could grow his business and serve clients.

And the sense that things changed at UBS in the way of increased bureaucracy and less focus on client service, led him to consider what other firms might offer the best opportunity for his business.

Max looked at one option – First Republic Private Wealth Management – and fell in love. Everything about the firm lined up with what he was looking for: The leadership, the value proposition, the community of advisors, and the boutique feel.

It is a premier private bank known for exceptional service and institutional stability, plus offers open architecture with best-in-class products and services without conflicts of interest.

As Max shared, “As a boutique wealth management firm with many fewer advisors than UBS, I am now only one phone call away from executive leadership and any specialist I need to best serve clients—including Trust and Estate, Advanced Financial Planning, Family Wealth Dynamics, and Insurance.”

Diamond Consultants is pleased to have guided Max toward his best business life—and looks forward to hearing about his success with First Republic over the coming years.

________________________________________________

More About this Move….

  • First Republic Lands $7.5-Million UBS Producer in MA

View recent Representative Deals…

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About Mindy Diamond

CEO – By counseling advisors on how to ask the right questions and “dig deep”, she helps them look at all of the opportunities available to find the one that allows them to reach their full potential. That is, to best serve their clients and live a life that is in sync with their own beliefs and values. Learn more...

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