UBS Adds Arizona- and Georgia-Based Advisers Overseeing $235M in Assets
UBS Global Wealth Management announced a pair of financial adviser additions to its Scottsdale, Ariz., and South Market offices, respectively. In total, they reported serving approximately $235 million in assets under management.
Financial adviser Bryan Davidson joins the UBS Scottsdale office. He brings more than 20 years of experience in the financial services industry, including 17 years directly advising clients and helping them achieve their financial goals through wealth management strategies. He reported serving approximately $110 million in AUM.
Davidson joins UBS from BMO Investment Services in Scottsdale and during his career, has placed emphasis on personalized, goal-oriented wealth planning and investment strategies. His expertise includes tax-aware income planning, business succession strategies, and estate coordination.
Joining Davidson is Jennifer Smith, client associate, who also brings 20 years of industry experience. Together, UBS said they will deliver an elevated level of service to clients throughout the Scottsdale region.
“Bryan and Jenn bring a proven track record of delivering comprehensive, goal-driven financial strategies that will be a tremendous asset to our Scottsdale office. Their expertise will be further amplified by the world-class resources UBS provides, and we look forward to helping them deliver exceptional value to their clients,” said Ryan Lurie, executive director, market director at UBS Scottsdale.
Davidson holds FINRA Series 7 and 66 securities licenses and is licensed for life, health, annuities, and variable contracts.
Further east in Alpharetta, Ga., financial adviser Daryl Holmes and his team joined the UBS South Market office, reportedly serving $125 million in AUM. The South Market office is led by UBS executive Greg Achten and is part of the firm’s Southeast Region, led by Julie Fox, regional director. Holmes is reporting to Sterling Zerbe, North Atlanta market director.
“Daryl brings decades of experience to UBS and we are pleased to welcome an adviser of his caliber to our team,” said Achten. “We are confident that Daryl and his team will successfully leverage UBS’s world class wealth management platform and capabilities to serve their clients and help them achieve their financial goals.”
“Daryl’s successful track record and career is a significant asset for our team as we continue to expand our business in the Atlanta area,” said Zerbe. “Hiring productive financial advisers in the local community like Daryl is key priority for us.”
Also joining Holmes is Dietrah Pegues-Britton, wealth strategy associate.
Holmes previously spent more than two decades at Morgan Stanley, first joining in 1999. He offers wealth management and financial planning services to families, individuals, corporate executives, and business owners. Before his career in financial services, he spent a decade at United Parcel Service in several leadership positions.
He earned a degree in human development and family studies from The Pennsylvania State University. Holmes served in the U.S. Navy and the U.S. Marines Corps from 1985 to 1991.
UBS is a global wealth manager and the leading universal bank in Switzerland. It also provides diversified asset management solutions and focused investment banking capabilities. With the acquisition of Credit Suisse, UBS manages $6.1 trillion of invested assets as of the fourth quarter of 2024. UBS helps clients achieve their financial goals through personalized advice, solutions and products. Headquartered in Zurich, Switzerland, the firm operates in more than 50 markets around the globe.
Click here to visit the AltsWire directory page.
