Raymond James has lured a team of three financial advisers from UBS that managed more than $300m in client assets.
The team which includes Alex Bryan, Ryan Bartley and Robert Torney will join Raymond James employee office in Northern Vermont.
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The new team will operate as Catamount Financial Advisors of Raymond James, out of South Burlington. It previously generated more than $2.2m in fees and commissions annually.
Bryan, who began his career in 1980 with E.F. Hutton, worked with Shearson Lehman, A.G. Edwards and McDonald Investments, which was later acquired by UBS.
Bartley, who started his career Morgan Stanley in 2001, joined UBS through its acquisition of McDonald in 2007. Torney joined UBS in 2013 from New England Securities.
Bartley said: "We were excited to discover the customizable marketing services, including integration of social media and the higher level support we need to run our practice in a manner that is in the best interest of our clients."
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By GlobalDataRaymond James & Associates Northern regional director Dominic Prioli said: "With almost 50 years of combined experience and commitment to a long-term, client-first approach, they are a great addition to our firm. We look forward to supporting them as they continue to grow their business and further our firm’s expansion in the Northeast."
