UBS said this week that it's added two teams from Merrill: a trio overseeing $875 million in San Jose, California, and a team with almost $1 billion in AUM in Garden City, New York.
San Jose-based O’Connor & Associates is led by Ting O’Connor, who will be a managing director at UBS Private Wealth Management. O’Connor has 23 years of experience and had been affiliated with Merrill since 2001, according to her BrokerCheck report.
She’s joined in the move by two staffers, senior wealth strategy associate Jenny Brummer and client service associate Erica Soriano.
Garden City-based Cuneo Denihan & Associates is led by Paul L. Cuneo, who will be a managing director and financial advisor at UBS Wealth Management. Cuneo has 36 years of experience and had been affiliated with Merrill since 1987, according to his BrokerCheck report.
The members of his team are advisor Tim Denihan and client service associates Melissa Poyer and Patrick Lively.
The new AI feature generates instant client portfolio talking points, slashing meeting prep time for advisors.
As Citizens expands its advisory footprint, the bank is also going after wealth trapped inside business ownership
The Forbes rankings are highly sought after by some advisors and firms for marketing purposes.
Meanwhile, an advisor tuck-in from Edward Jones expands Kestra's Washington, D.C.-area presence, and Janney deepens its Connecticut footprint with an experienced Wells Fargo advisor.
KFN Succession Center pairs advisors weighing retirement with buyers, as next-gen affordability keeps eroding industry-wide.
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income
