Three women who managed $435 million in assets at UBS have moved to Raymond James Financial Services, the firm’s independent advisor channel, Raymond James announced Thursday.
Jeanne Eisele, Mary Gilbert and Leanne Gray operate as Anchor Financial in Linwood, New Jersey. They were joined in the move by staffers Sarahjane Hehre and Bonnie Hehre.
“We were ready to establish a family-style, private office while simultaneously leveraging the resources that Raymond James provides to create the perfect blend of the flexibility of independence with the power, backing and oversight of the home company,” Eisele said in a statement.
Eisele has 45 years of experience. She joined UBS, where she was first vice president of investments, in 2012 from Merrill Lynch, where she had worked since 1980, according to her BrokerCheck report. Eisele co-hosts a radio show on personal finance in South Jersey.
Gilbert has nearly 30 years of experience. Prior to joining UBS in 2012, she had worked at Merrill Lynch since 1995. Gray joined Merrill in 2008 before moving to UBS in 2012.
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
