People Moves
UBS Wealth Management Adds Advisors With $1 Billion AuM

UBS Wealth Management Americas has brought in eight new advisors with a combined total of more than $1 billion in assets and $9.25 million in production.
James Mahoney joins the Swiss bank's Palm Beach office in Florida from Bank of America Merrill Lynch. He has a T12, or net income, of $1.9 million and assets under management of $329 million. In his new role he reports to Bradford Smith, the complex director.
The Lighthouse Group, composed of Paul Stanislau, Alert Lucci, and Peter Navaretta, join the Stuart, Florida branch from Morgan Stanley Smith Barney. The group has a T12 of $1.25 million and AuM of $161 million. They report to Timothy Durno, the branch manager.
Also from MSSB is Tate Wesley, who joins the Oakbrook Terrace, Illinois branch. Wesley has a T12 of $3.2 million and AuM of $227 million. He reports to Dennis Christensen, the complex director.
Father and son team James Fleck and Jason Fleck of The Fleck Group are now part of UBS's Bend, Oregon office from DA Davidson. The duo has a T12 of $1.2 million and AuM of $160 million. They report to Justin Steers, the Oregon complex director.
Finally, joining the Chicago Tower office is Mark Waldman, who comes from Credit Suisse. Waldman has a T12 of $1.7 million and AuM of $151 million.
UBS has been actively adding to its US advisor network as it seeks a wider share of the expanding wealth market. Just early this month, the company brought in a duo from MSSB for its Arizona office - Matthew Meyer and Christian Stout. In June, a family of veteran advisors, Charles Stoner, his wife Eileen, son Chuck, and daughter-in-law Christina, joined the North Carolina branch.