Team managing $314 million leaves UBS for Ameriprise

Team managing $314 million leaves UBS for Ameriprise
Four-adviser Vilfordi team joins employee arm in Dallas, Texas
FEB 12, 2019

The four-adviser Vilfordi team, which managed $314 million at UBS in Dallas, Texas, has joined the employee channel of Ameriprise Financial. (More: Five-member FiNet team managing $360 million moves to LPL) The team is headed by George Vilfordi III and includes his nephews Aaron, Alex and Adam. The elder Mr. Vilfordi joined UBS in 2009 after 29 years at Merrill Lynch. His nephews joined him at UBS over the past 10 years.

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