The latest moves in wealth management across North America.

Fiduciary Trust Company International
Fiduciary Trust Company International, a wholly-owned subsidiary of Franklin Templeton Investments, has appointed Noah Uzal to join its New York office. 

Uzal was most recently an assistant vice president and business development specialist at Alex.Brown, a division of Raymond James, in New York. He previously worked for nine years at Deutsche Bank in New York, where he facilitated equity and fixed income transactions for institutional clients. Uzal completed his tenure at Deutsche Bank as assistant vice president in asset and wealth management covering institutional clients. He began his career as an analyst in the capital raising group at Channel Capital Group in New York. 

Raymond James
Raymond James has hired financial advisors Benjamin Lewis Jnr and Christopher Amys in Asheville, North Carolina.

Lewis and Amys operate as Elk Mountain Wealth Partners and join the firm from Wells Fargo Advisors, where they previously managed $185 million in client assets. 

Joining them at Raymond James is Brianna Parkins, client relationship manager, Becky Lewis, office manager, and Tanya Frisbee, operations manager.

Amys began his financial services career at Wachovia Securities, which later became Wells Fargo Advisors, where he most recently served as a vice president, investment officer and a discretionary portfolio manager. Lewis has been a financial advisor for 23 years, having begun his financial services career at AG Edwards, where he was a financial advisor and assistant branch manager. 

UBS
A group of 11 San Diego-based UBS Financial Services advisors and three senior managers have recently earned the Exit Planning Institute’s CEPA designation, a program training advisors to help owners sell and pass on businesses. 

The Certified Exit Planning Advisor (CEPA) program is an executive MBA-style program that trains and certifies qualified and experienced professional financial advisors in the field of exit planning for business owners. Only a small percentage of financial professionals achieve this designation.

The CEPA program integrates exit strategy into business, personal, and financial goals of the business owner. The following individuals earned the designation:

Steven DeMatteo, UBS Carmel Valley office; 
Brian Donaldson, UBS La Jolla office; 
Luke Ervin, UBS Carmel Valley office; 
Matt Hansen, UBS Rancho Bernardo office; 
Bryce Herman, UBS Carmel Valley office; 
Thomas J. Krumenacker, UBS downtown San Diego office; 
Stephen LaFata, UBS La Jolla office; 
Greg Paffendorf, UBS Rancho Bernardo office; 
Chris Radici, UBS La Jolla office; 
John Willis, UBS Rancho Bernardo office; and 
Brian Young, UBS Carmel Valley office. 

In addition to the above financial advisors, three UBS San Diego market leaders earned the CEPA designation: Chris Marsh, market head for UBS San Diego, Chris Kurdziel, assistant market head, and Rick Andryc, branch manager for the UBS Rancho Bernardo office.

BNY Mellon Wealth Management
BNY Mellon Wealth Management has named Paul Simon as senior director and wealth manager in Naples, Florida. 

Simon will report to senior director and team leader, David Maksymetz. He will be responsible for managing client relationships covering all aspects of wealth management advice including investments, planning and banking.

Prior to joining BNY Mellon Wealth Management, Simon was vice president and portfolio manager at Stoney Creek Advisors, where he managed multi-asset model portfolios.