UBS team managing $990 million moves to Raymond James

Four-advisor group in Bethesda, Md., joins firm's employee unit.
OCT 15, 2019
Arun Sardana, Adam Proger, Paul Grambsch and Reilly Loflin, who managed $990 million in assets at UBS, have moved to the employee unit of Raymond James in Bethesda, Md. [More: See more adviser moves in InvestmentNews' Advisers on the Move database.] The team operates as SPG Fiduciary Partners of Raymond James. At UBS, they also advised on an additional $1.6 billion in assets. [Recommended video:​ John Rogers on why the advice industry lacks diversity] Before joining Raymond James, Mr. Sardana was one of one of approximately 28 senior institutional consultants in the UBS Institutional Consulting Group, which he joined in 2008. Register today for our Future of Financial Advice event on Nov. 20.

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