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wealth team

The Edwards team

2Advisors

Kenwood, OHMarket

1Moves on our record

The lineage

until Aug 13, 2001PRIORMorgan Stanley

Aug 13, 2001CURRENTUBS

Aug 13, 2026team liftoutMorgan Stanley → UBS

No published coverage yet.

The roster

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Jim Atwood
6 stories
Left JPMorgan with $18.6B to launch Latigo Peak Partners
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Phil Scott
6 stories
Left JPMorgan with $18.6B to launch Latigo Peak Partners
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Shannon Reid Osaic
4 stories
said recruiting competition has become "very, very fierce" since LPL Financial closed its Commonwealth…
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Jennifer Susco RBC Wealth Management
4 stories
Joined RBC Wealth Management from UBS in a five-advisor team move.
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Raymond Nepa RBC Wealth Management
4 stories
Moved from UBS to RBC Wealth Management with the Nepa/Susco team.
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