UBS, Kingsview welcome new advisors from RBC, Edward Jones

UBS, Kingsview welcome new advisors from RBC, Edward Jones
Both advisors switch firms with multiple decades of industry experience.
NOV 11, 2024

Advisors with several decades of industry experience have switched firms from RBC Wealth Management and Edward Jones.

Joining UBS’s Philadelphia D.C. Wealth Management Market is financial advisor Anibal Drelichman and his team including client service associate Fatema Sarker, who move from RBC Wealth Management.

Drelichman has more than 30 years of experience in wealth management and financial services which includes roles at American Express, PaineWebber, Morgan Stanley, Citi and Oppenheimer & Co.

“Anibal’s decades of experience working with high and ultra-high net worth clients will undoubtedly be an asset to our firm, and we are extremely pleased to welcome him to UBS as we expand our offering in the Washington, D.C. region,” said Julie Fox, Philadelphia D.C. Market Executive at UBS Private Wealth Management. “We are confident that Anibal and his clients will benefit from our state-of-the-art wealth management capabilities and client-centric platform at UBS.”

Meanwhile, an advisor managing $200 million AUM has made the move to Kingsview Partners as wealth manager and partner.

Greg LaFreniere is based in Iron Mountain, Michigan, and has been in the industry – at Edward Jones - for more than two decades after starting out in healthcare. His financial career was influenced by older mentors in his life who emphasized the importance of saving for retirement.

“Seeing goals being obtained and dreams come true, and showing younger people the power of investing over time is why I chose this profession”, he said.

Kingsview Partners CEO Sean McGillivray added: “Greg’s wealth of experience will enhance our approach to serving clients. Together, we’ll elevate our mission and continue to set the standard in financial excellence.”

Latest News

LPL adds $600M UBS team in Tennessee
LPL adds $600M UBS team in Tennessee

The firm's latest additions, led by a second-generation financial advisor, are striking out via its Linsco employee advisor channel.

eMoney supports focused financial planning with enhanced needs analysis
eMoney supports focused financial planning with enhanced needs analysis

The Fidelity-owned fintech aims to help advisors connect with mass market and mass affluent prospects with single-goal conversations.

Trump SEC pick Paul Atkins grilled by Democrats in early political test
Trump SEC pick Paul Atkins grilled by Democrats in early political test

The prospective chair of the agency has pledged to shed conflicted interests and "return common sense to the SEC."

Finra moves to boot Alpine Securities, same firm that claims the regulator can’t
Finra moves to boot Alpine Securities, same firm that claims the regulator can’t

'If I were on the side of Alpine Securities, I’d put all my eggs in the federal court,' one attorney said.

CFP Board floats new procedural rules around bankruptcy, misdemeanors
CFP Board floats new procedural rules around bankruptcy, misdemeanors

If approved, the proposed revisions would achieve outcomes similar to the existing process while reducing the burden of oversight.

SPONSORED Retirement plan balances are flourishing. Why are so many advisors missing out on a $3 trillion opportunity?

Participants who receive professional 401(k) advice see higher returns on average, net, than those who don't.

SPONSORED Focus on clients, not compliance – why Gary Corderman found his fit with Farther

This wealth management platform finally delivers on the technology promises other firms couldn't - giving advisors a better way to scale and serve