The latest senior moves, appointments and personnel changes in North American wealth management.

UBS 
UBS Global Wealth Management, part of UBS, has appointed Justin Frame, managing director and market executive for the “Pacific Desert Market”; he also is responsible for the UBS Tucson, Arizona, office.

Before joining UBS in 2020, Frame spent 25 years with Morgan Stanley, where he rose through leadership ranks across Colorado, Nebraska, and West Los Angeles. His roles included branch and complex manager, regional chief operating officer, and family wealth advisor. Frame is a certified financial planner ® and certified exit planning advisor ®. 

Osaic
Osaic, a wealth management group, said that Sanders Wealth Management, an independent wealth management firm based in South Carolina, has joined its network after transitioning from Cetera. 

Led by President Nathan Sanders, the team oversees about $220 million in client assets. 

Raymond James
Jamie Waldren, an advisor, has joined Raymond James at its independent advisor channel. 

Previously, Waldren managed $133 million in client assets as an independent RIA prior to affiliating with RJFS. He operates as JN Private Wealth Management, based in Columbia, Maryland, serving high net worth families and individuals, business owners and entrepreneurs. He is joined by marketing consultant Nora Waldren and client relationship consultant Holly Shetterly.

Waldren, who has 33 years of financial services industry experience, served at Wells Fargo for 11 years prior to founding JN Private Wealth Management as an RIA. His experience is backed by a bachelor’s degree in business administration from Missouri Western State University and the Certified Financial Planner™ designation.