UBS Wealth Management said Wednesday that two advisors who oversaw $640 million in assets at Merrill Wealth Management have joined UBS in Sarasota, Florida.
Brian Mariash and James “Bart” Lowther will operate as Mariash Lowther Wealth Management in Sarasota, Florida. They focus on high-net-worth individuals and families.
Mariash had worked at Merrill since 2008, after starting in the financial services industry in 2001. Lowther joined Merrill in 2010.
They are joined in the move to UBS by advisor Jesse Perez and staffers Shannon Murphy, Dionysios Skaliotis and Sovanna Sok.
Elsewhere, Wells Fargo Advisors adds a $400 million Morgan Stanley veteran in Naples as an ex-Cetera advisor goes independent with LPL
According to a federal charges Bradley Heppner, 60, received more than $150 million in payments through funneling money from GWG Holdings to a shell company.
A $1B fund allegedly skimmed 30% off the top, then swapped cash for locked-up stock.
Insiders allegedly rewrote projections three times in four days.
TCI Wealth Advisors also has also tapped JIFFYAI to unify onboarding and servicing, while TradePMR adds ICE market data to its Fusion advisor platform
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