People Moves

UBS PWM Advisor Joins Raymond James Affiliate In Maryland

Eliane Chavagnon Editor - Family Wealth Report May 17, 2016

UBS PWM Advisor Joins Raymond James Affiliate In Maryland

Steward Partners Global Advisory, which is associated with Raymond James Financial, has made a senior hire in the Mid-Atlantic region.

A former $100 million UBS Private Wealth Management advisor has joined Steward Partners Global Advisory as a managing director and founding partner. 

Tom O'Bryon has stepped into the Bethesda, MD, branch, where he is reunited with two former Legg Mason colleagues, Connie Miner and Amy Sachs. 

Steward Partners Global Advisory is an independent advisor partnership catering to family wealth.

The firm is headquartered in Washington, DC, with additional offices in Andover, MA, Portsmouth, NH, Bethesda, MD, and New York City.

 

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