UBS has extended its presence in Maryland as team led by veteran financial advisors join the firm from Morgan Stanley.
The firm announced its hiring of Wingman Capitol Group, a five-member advisory team managing $650 million in client assets, to its Bethesda, Maryland office. Led by financial advisors Andy Murphy, Gene Suk, and Terence Hardy, the team brings extensive experience in serving high-net-worth and ultra-high-net-worth clients.
The Wingman Capitol Group also includes Casey Coffman as a senior wealth strategy associate and Ryan Vogel as a client service associate.
With a BrokerCheck record stretching back to 2005, Murphy has built up two decades of experience in financial planning and lending, before which he served as a flight officer in the United States Navy for nearly ten years. Suk brings almost 30 years of experience advising clients on financial planning and investment matters, while Hardy offers comprehensive financial planning for clients, including a focus on investments, retirement, and equity compensation.
Julie Fox, market executive for UBS Philadelphia D.C. Wealth Management, expressed confidence in the team’s future at the firm.
“Andy, Gene, and Terence have decades of experience in the industry serving high and ultra-high net worth clients and we are proud to welcome them to UBS,” said Fox.
Jake Shine, the market director for UBS Philadelphia D.C., added: “The Wingman Capitol Group has a phenomenal reputation in the local community ... and we look forward to supporting their continued growth in the years ahead.”
The Wingman Capitol Group adds to UBS's record of recruitments at Morgan Stanley's expense so far this year, which include a $470 million Colorado group that joined in June and an LA-based team catering to entertainment industry professionals, business owners, and corporate execs that came on board in April.
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