UBS Private Wealth Management announced that two financial advisers who managed about $500 million in assets for high-net-worth and ultra-high-net-worth clients at Merrill Lynch Wealth Management will join UBS.
Mikail Qazi had worked at Merrill since 2005, after starting his career in 2003 at Brookwood Securities Partners, according to his BrokerCheck record. Timothy Martin had worked at Merrill since 2012.
Joining them in the move is Albana Droboniku, senior wealth strategy associate.
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As technical expertise becomes increasingly commoditized, advisors who can integrate strategy, relationships, and specialized expertise into a cohesive client experience will define the next era of wealth management
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