JPMorgan advisors with $5 billion in AUM join UBS financial-planning.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from financial-planning.com Daily Mail and Mail on Sunday newspapers.
The trio, Doris Neyra, Melissa Van Putten-Henderson and Relationship Manager Gina Jamurath, have close ties to Miami community.
Neyra, who was with Wells Fargo for 15 years focusing on ultra-high-net worth clients in South Florida, served on the board of directors of The Commonwealth Institute from 2014-2020, and has been involved with the United Way’s Women s Leadership Council, Big Brothers Big Sisters and Alexandra’s Angels. Henderson, who started her career at UBS from 2003 to 2005, and spent eight years as a senior investment strategist for Wells Fargo, is a mentor with Women of Tomorrow and a board member of the Children’s Home Society.
$5 Billion Advisor Team Joins UBS Private Wealth Management in South Florida apnews.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from apnews.com Daily Mail and Mail on Sunday newspapers.