People Moves
UBS Wealth Management Americas Recruits Former Merrill Man In California
UBS Wealth Management Americas has appointed financial advisor Stephen Davis in Westlake Village, CA, from Merrill Lynch.
UBS Wealth Management Americas has appointed financial advisor Stephen Davis in Westlake Village, CA, from Merrill Lynch.
At Merrill – where he spent the last 21 years - Davis managed around $500 million assets and had a T-12 production of $2.6 million.
At UBS, he reports to Louis Skertich and operates as The Davis Group.
In other recent news at UBS Wealth Management Americas, Paul Hatch recently joined as group managing director and head of WMA advice and solutions, reporting to chief executive Robert McCann. In an internal memo seen by Family Wealth Report, McCann said UBS WMA is consolidating all of its investment solutions “into one place” (see more here).
