A pair of advisers who manage $360 million in assets in Woodland Hills, Calif., is switching its affiliation from UBS to Raymond James & Associates, the firm’s employee channel.
Charles Isaacs and David Paller operate as Isaacs & Paller Wealth Management. Their team includes adviser Thomas Rockel and a client service associate, Stella Llamas.
Isaacs started at EF Hutton in 1986 and spent 22 years at Smith Barney. He had worked at UBS since 2008.
Paller had worked at UBS for more than 11 years, and earlier spent four years at Merrill Lynch.
The deal to acquire a 300-client tax firm sets up much-needed succession for its 80-year-old founder, while joining a widening trend of tax service integration among RIAs.
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