C. Jefferson A. “Skip” Parker and Harriet M. Parker, who managed $148 million at UBS, have established their own firm, Four Corners Private Wealth, and affiliated with Raymond James Financial Services — the firm’s independent adviser channel.
The two are temporarily based in Glastonbury, Connecticut, and are opening an office in their hometown of Greenwich, Connecticut, Raymond James said in a press release Thursday.
Prior to spending the last 12 years at UBS, Skip Parker was with Smith Barney and Merrill Lynch. Prior to joining UBS in 2010, Harriet Parker spent seven years at Smith Barney.
With over 600 clients, the $71 billion RIA acquirer's latest partner marks its second transaction in Oklahoma.
Also, wealth.com enters Commonwealth's tech stack, while Tifin@work deepens an expanded partnership.
Back office workers and support staff are particularly vulnerable when big broker-dealers lay off staff.
The fintech giant is doubling down on its strategy to reach independent advisors through a newly created leadership role.
The two firms are strengthening their presence in California with advisor teams from RBC and Silicon Valley Bank.
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From direct lending to asset-based finance to commercial real estate debt.
