Four-person Merrill team managing $391 million joins UBS
Brenner Wealth Management Group is based in Santa Barbara, California.
A four-member advisory team managing $391 million at Merrill Lynch in Santa Barbara, California, has joined UBS Wealth Management.
Led by adviser Mark Brenner, who was with Merrill Lynch for 12 years, the Brenner Wealth Management Group includes adviser Kip Paulson, who was with Merrill Lynch for four years.
Also in the group are Shawn Hill, a senior wealth strategy associate, and Nathan Cha, a client associate.
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