UBS duo managing $220 million moves to Raymond James
Mother-and-son team in Jacksonville, Florida, will operate as Taras Wealth Management of Raymond James.
The mother-and-son team of Jeanie M. Taras and Michael S. Taras, who managed $220 million at UBS in Jacksonville, Florida, have joined the employee unit of Raymond James.
Operating as Taras Wealth Management of Raymond James, the mother and son duo are joined by senior client service associate Sarah G. Guyton, Raymond James said in a press release Tuesday.
Jeanie Taras spent more than three decades at Merrill Lynch, working her way up from cashier to vice president before moving to UBS in 2012. Michael Taras began his career in wealth management at Merrill Lynch in 2013. He joined Lincoln Investment in 2017 and UBS in 2019.
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