UBS has strengthened its US wealth management bench with the addition of four experienced financial advisors across Texas and New Jersey, highlighting its continued recruitment push in key regional markets.
In Tyler, Texas, the firm has brought on advisors Alan Cumming, Les Loggins and Grant Wheat, who will operate within the Central Market. The group reports to regional director Jon Ramey and market executive Thomas Stacy, alongside market directors Jeffrey Bidstrup and Monty Holcombe.
Cumming arrives after a 16-year stint at Morgan Stanley and brings more than two decades of experience serving retail, institutional and asset management clients. He holds an MBA from NYU Stern School of Business and has earned both the CIMA and CPWA designations.
Loggins also joins from Morgan Stanley, where he spent 18 years, and has accumulated 28 years in the financial services industry. Wheat, who spent the past six years at the same firm, has nine years of industry experience and holds the CFP designation.
UBS said the Tyler-based team will apply an institutional-style investment framework for individual investors, with a focus on helping clients meet long-term financial objectives. They are joined by senior client service associate Melanie Vance and service associate Gabby Manziel, who will support client engagement and personalized service delivery.
Separately, UBS has hired financial advisor Tim Coughlin in Paramus, New Jersey, as part of the Greater New York Metro Market. He will report to regional director Chris DiMuria and market executive Mara Glassel, working alongside market director Ryan Rozniakowski and associate market executive Christopher Simone.
Coughlin joins after spending 20 years at JPMorgan. Over the course of his career, he has worked closely with individuals, families and business owners, guiding them through complex financial decisions and developing tailored wealth strategies.
He began his career as a bond trader on Wall Street before transitioning into wealth management, a shift UBS said allowed him to more closely align his professional values with client outcomes. The firm noted that his background contributes to a comprehensive approach to financial planning and investment advice.
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