Advisor moves: UBS loses $2 billion in teams as RBC and Raymond James move in
According to statements cited in the article, a seven-person UBS team joined RBC Wealth Management under Focus Wealth Management, managing about $1.5 billion in client assets. The team focuses on wealth transfer and exit planning and is led by James “Trey” Mahoney III and others. Separately, Raymond James added Evan R. Bloomberg, CFA, bringing more than $500 million in assets.



