A father-and-son team managing $400 million at Wells Fargo in San Diego has joined UBS.
Edward Dawson has spent 37 years in the financial services industry, according to his BrokerCheck record, having started at Boettcher & Co. in 1983. He joined Wells Fargo in 2001. His son Kyle was with Wells Fargo for three years.
They were joined in the move by their three associates. The team operates as the Dawson Wealth Management Group.
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Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today’s choppy market waters, says Myles Lambert, Brighthouse Financial.
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