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.
RIA aggregator adds $4.8 billion in client assets across seven states as demand grows for alternatives to traditional succession models.
As technical expertise becomes increasingly commoditized, advisors who can integrate strategy, relationships, and specialized expertise into a cohesive client experience will define the next era of wealth management
Shareholder targets FS KKR Capital's directors over alleged portfolio valuation and dividend missteps.
UBS has a history of costly litigation stemming from the sale of volatile investment products.
New director David Woodcock puts firms on notice over fees, conflicts, and liquidity risk as private credit shows signs of stress.
As technical expertise becomes increasingly commoditized, advisors who can integrate strategy, relationships, and specialized expertise into a cohesive client experience will define the next era of wealth management
Growth may get the headlines, but in my experience, longevity is earned through structure, culture, and discipline
