UBS team managing $440 million moves to Raymond James

Five-person team in Winter Park, Fla., shifts to firm's employee channel

Dec 14, 2017 @ 1:42 pm

By InvestmentNews

A team with three advisers and two associates managing $440 million at UBS has joined the employee channel of Raymond James Financial in Winter Park, Fla.

Michael Zizmer, one of the lead advisers on the team, began his financial services career in 1988 at Merrill Lynch and moved to UBS in 2008.

Newton Jones, the team's other lead adviser, followed his father, a 30-year Merrill Lynch executive, into the business in Merrill Lynch's capital markets group in 1996, where he held a number of positions on the floor of the New York Stock Exchange and on the firm's trading desks. He then moved to the firm's corporate executive planning group where he specialized in executive stock options strategies. He moved to UBS in 2008 with Mr. Zizmer.

Kevin Davidson began his financial services career in 2007 with UBS, following five years as a professional baseball player. He joined the Zizmer-Jones team in 2009.

0
Comments

What do you think?

View comments

Recommended for you

Featured video

INTV

Why millennial demand for ESG is falling on deaf ears

Editorial director Fred Gabriel and senior columnist Jeff Benjamin say there's a disconnect between the big appetite for environmental, social and governance funds in 401(k) plans and their offering.

Latest news & opinion

Blucora to buy another broker-dealer with tax-focused advisers

Blucora is paying $180 million in stock for 1st Global, with 850 advisers.

Finra panel dismisses $100 million case involving drop in Merrill Lynch stock

Former brokers bringing charges related to stock losses during financial crisis have had 15 cases proceed, four stopped so far.

Principal-Wells Fargo retirement deal would be among largest ever

Acquisition would be in line with trend of record keepers seeking to gain scale to combat fee reduction.

Finra panel dismisses $100 million case involving drop in Merrill Lynch stock

Former brokers bringing charges related to stock losses during financial crisis have had 15 cases proceed, 4 stopped so far.

ESG options scarce in 401(k) plans

There's growing interest among plan participants, but reluctance to add funds that take into account environmental, social and governance factors persists.

X

Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.

X

Subscribe and Save 60%

Premium Access
Print + Digital

Learn more
Subscribe to Print