Marina Tudela, Idalia Daguin and Gabriela Aguilar, who managed $280 million at UBS in Miami, Florida, have joined the Alex. Brown unit of Raymond James.
The three advisers, who are natives of Venezuela, have an international clientele.
Tudela was with UBS for 20 years after spending eight years at Smith Barney in San Juan.
Daguin has been in the financial services industry for almost 24 years, including many years at Citibank, where she worked in commercial banking.
Aguilar, who earned a law degree in Venezuela, has been in the financial services industry for 19 years.
Commonwealth Financial joins a number of firm that have recently cut jobs.
A slow drip of disclosures, an executive exit, and a stock that fell hard before the suit landed
New research finds unpaid caregivers are more likely to struggle with debt, lower savings and diminished retirement confidence than non-caregivers.
Large broker-dealers and registered investment advisors have, since 2020, been developing or sticking to strategies and tactics to combat the pain of intense, short-term market volatility
Centaurus Financial touts its independence as a key selling point at a time when many firms are being swallowed up.
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income
