UBS adviser team managing $300 million goes indie with Raymond James

UBS adviser team managing $300 million goes indie with Raymond James
Lori Siegel and Robert Russo form Centrix Wealth Partners in Houston.
MAY 01, 2019
Lori Siegel and Robert Russo, who managed $300 million in assets at UBS in Houston, have formed Centrix Wealth Partners and affiliated with the independent unit of Raymond James. Their three associates at UBS are joining them at the new firm. (More: See more adviser moves in InvestmentNews' Adviser on the Move database.) Ms. Siegel began her securities career in 1996 at Smith Barney and moved to UBS in 2009. Mr. Russo joined Smith Barney in 2004 and also moved to UBS in 2009.

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