UBS Wealth Management announced the recent hiring of several financial advisors and teams in its Southeast Region who collectively manage more than $2 billion in assets.
The advisors are located across key wealth centers including Nashville, Washington, D.C., Philadelphia, and Fort Lauderdale. UBS Wealth Management’s Southeast Region is led by Regional Director Julie Fox.
UBS said the additions support its continued growth in markets that have seen a significant influx of ultra-high-net-worth and high-net-worth individuals in recent years.
In Nashville, financial advisors Colby Robbins and Brock Hooper joined UBS. They previously spent more than a decade at Merrill Lynch Wealth Management, where they advised ultra-high-net-worth and high-net-worth families and individuals. The team manages $344 million in assets.
The Nashville area is part of UBS’ South Market, which is led by Market Executive John Houlihan, outgoing Market Executive Greg Achten, and Market Director Patrick Cook.
In Washington, D.C., financial advisors Sheldon Ray and Asif Bhally joined UBS from Raymond James. They have served ultra-high-net-worth and high-net-worth families and businesses for more than 30 years and manage $187 million in assets.
Also in Washington, D.C., financial advisor Matt Teems joined UBS and the advisor team, The Capitol Group Institutional Consulting. Teems has more than 20 years of experience serving Washington’s nonprofit community with analysis and advice designed to support short- and long-term financial goals.
Before joining UBS, Teems was a Senior Vice President of Wealth Management at Morgan Stanley. He manages $149 million in assets.
The Washington, D.C. area is part of UBS’ Mid-Atlantic Market, led by Market Executive Brendan Graham and Market Director Mark Livoti.
In Philadelphia, financial advisor Adam Conish joined UBS. He brings decades of experience in financial services and spent the past 20 years at Glenmede in several roles, including Director of Endowment & Foundation Management and Portfolio Manager. Conish manages approximately $1.2 billion in assets.
The Philadelphia area is also part of UBS’ Mid-Atlantic Market, led by Market Executive Brendan Graham and Senior Market Director Patricia Cashin.
In Fort Lauderdale, financial advisor Evan McGrath joined UBS. He brings more than a decade of financial services experience and most recently served clients at J.P. Morgan Wealth Management. McGrath manages $120 million in assets.
The Fort Lauderdale area is part of UBS’ Florida Market, led by Market Executive Lane Strumlauf and Market Director Julene Richards-Scilingo.
UBS said the hires reflect its focus on attracting experienced advisors with strong client relationships and deep ties to local communities.
KEY QUOTE:
“These advisors have been building relationships in their communities for years and this combination of talent and local ties is exactly what we are looking for as we continue to grow our business and attract top talent. These cities have seen a significant influx of ultra-high net worth and high net worth individuals in recent years and the addition of these experienced and productive financial advisors will help to expand our presence in these important regions.”
Julie Fox, Regional Director of the Southeast Region at UBS Wealth Management
