Considering a move?

We know that moving firms is a big decision. Instead of telling you why to choose �鶹��, we asked recently joined advisors to share their stories candidly and in their own words. Their experiences offer a real look at what it means to make the move and why �鶹�� became the right next step for them.

Jeff Reynolds, Morgan Stanley recruit

Leslie Kincheloe, Bank of America Private Bank recruit

J. Mills Pierre, Merrill Lynch recruit

Stephanie Ascoli, Citi Private Bank recruit

Matthew Foley, Merrill Lynch recruit

Louise & Nina Gunderson, �鶹�� Financial Advisors

Morris Betesh, Merrill Lynch recruit

Sharon Sager, �鶹�� Financial Advisor

Gregory Hurst, �鶹�� Financial Advisor

Ora DeMorrow, Merrill Lynch recruit

Anibal Drelichman, RBC recruit

FA Compensation

You deserve a partnership that rewards impact and client excellence. Learn how �鶹��’s compensation model offers flexibility, transparency, and recognition.

Learn more about FA Compensation

Technology

Serving top clients takes insight and agility. �鶹�� advisors use digital tools and analytics to personalize advice and run their business efficiently.

Learn how to grow with �鶹�� AI

Strength & Stability

For advisors with exceptional clients, brand matters. �鶹�� stands for stability, discretion, and global leadership. See how we support your client relationships.

Explore our multifaceted approach to safeguarding client assets

Transition

Moving isn’t easy — but �鶹�� makes it seamless. Our transition team handles every detail to keep clients and your business on track from day one.

Learn how we can support a successful transition

ALFA

Advisor Legacy & Financial Advisor Retirement Program - legacy lasts. �鶹�� ALFA helps protect your life’s work, reward your team, and keep clients in capable hands.

See how we can reward you for your life’s work

Join

By joining �鶹��, you become part of a firm focused on driving wealth management in the US. We prioritize Financial Advisors as key to our success and see you at the helm of your business—not as a number.

Learn about joining �鶹��

Grow

Accelerate your growth by focusing on ultra high net worth and high net worth clients, supported by the robust resources you need.

Learn about growing at �鶹��

Retire

You stand to benefit from our industry-leading program that rewards loyalty over time for the practice you spend years building.

Learn about the ALFA program

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Legal Notice

�鶹�� Financial Services Inc. Advisor Recruiting

This privacy disclaimer is issued by �鶹�� Financial Services Inc. (“�鶹��”, “We”).

In the context of recruitment, we collect and process the following personal information: Personal details & identification (e.g., name), Physical and electronic address data (e.g., private e-mail, private phone), unique identifier (e.g., candidate number) (“Personal Data”).

We collect and process your Personal Data for the purpose of recruiting and application handling (the “Purpose”).

Provision of your Personal Data is voluntary; however, we may not be able to process your application if you decide not to provide it.

Your Personal Data may be shared with and processed by �鶹�� Group companies, third parties or service providers globally to carry out the Purposes. If Data is transferred abroad, it may no longer be protected by your local laws and may fall under foreign regulations that allow the Data to be passed to relevant local authorities or other third parties.

We will retain your Personal Data for as long as necessary to fulfil the Purpose.

For more information about how �鶹�� processes your data including how we protect your data, your rights in respect of your data and contact details of the Group Data Protection Office, please refer to our Privacy Notice here /global/en/legal/general-disclosures/candidate-privacy-notice.html. If you are in a country that does not have a dedicated privacy notice on the pages linked above, by accepting the terms set out in this disclaimer, you consent to the processing of your Personal Data as set out above.

If you have any general questions, please contact us at advisorrecruitingwm@ubs.com or for data protection-specific questions contact dpo-us@ubs.com.

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The stories presented is for informational purposes only and may not be representative of the experience for all financial advisors transitioning to �鶹��. Each financial advisor's situation and experience may be different from those presented in this story. There is no guarantee that the �鶹�� brand alone will provide business.

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