A team of advisers that managed $1.2 billion in client assets at UBS in Overland Park, Kansas, is joining Raymond James & Associates, the broker-dealer’s employee adviser channel.
Advisers Jared Stricklin, Darryl Dunn and Robert Meeder will operate as MDS Advisors of Raymond James and will join Raymond James' new office in Kansas City.
Dunn had worked at UBS for 13 years and Stricklin for 10 years. Meeder started in the industry in 1980, when he joined Kidder Peabody, and had worked at UBS since 2009.
The team also includes two financial planning consultants, Alin Frentzen and Lucas Harris, and senior registered sales associates Deborah Doss and Wendy Jennings.
Futures indicate stocks will build on Tuesday's rally.
Cost of living still tops concerns about negative impacts on personal finances
Financial advisors remain vital allies even as DIY investing grows
A trade deal would mean significant cut in tariffs but 'it wont be zero'.
Inflation, economic risk is greater than previously thought.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.
