{"id":973684,"date":"2026-06-18T10:03:01","date_gmt":"2026-06-18T14:03:01","guid":{"rendered":"https:\/\/www.marketnewsdesk.com\/index.php\/ubs-hires-financial-advisors-in-the-southeast-region-us-managing-over-2-billion-in-assets\/"},"modified":"2026-06-18T10:03:01","modified_gmt":"2026-06-18T14:03:01","slug":"ubs-hires-financial-advisors-in-the-southeast-region-us-managing-over-2-billion-in-assets","status":"publish","type":"post","link":"https:\/\/www.marketnewsdesk.com\/index.php\/ubs-hires-financial-advisors-in-the-southeast-region-us-managing-over-2-billion-in-assets\/","title":{"rendered":"UBS Hires Financial Advisors in the Southeast Region US Managing Over $2 billion in Assets"},"content":{"rendered":"<p>        <!--body {font:normal small Arial,Helvetica,sans-serif;color:#000;background-color:#fff;padding:24px;margin:0;} a img {border:0;} h3 {font-size:medium;color:#000;margin:0 0 1em 0; text-align:center;}-->  <\/p>\n<p><b>UBS Hires Financial Advisors in the Southeast Region US Managing Over $2 billion in Assets<\/b><\/p>\n<p>NEW YORK&#8211;(<a href=\"http:\/\/www.businesswire.com\">BUSINESS WIRE<\/a>)&#8211;<br \/>\nUBS Wealth Management today announced the recent hiring of several financial advisors and teams in its Southeast Region who collectively manage more than $2 billion in assets.<\/p>\n<p>\nThe hires are located in key wealth centers including Nashville, Washington, D.C., Philadelphia, and Fort Lauderdale. The firm\u2019s Southeast Region is led by Regional Director Julie Fox.<\/p>\n<p>\n\u201cThese advisors have been building relationships in their communities for years and this combination of talent and local ties is exactly what we are looking for as we continue to grow our business and attract top talent,\u201d said Fox. \u201cThese cities have seen a significant influx of ultra-high net worth and high net worth individuals in recent years and the addition of these experienced and productive financial advisors will help to expand our presence in these important regions.\u201d<\/p>\n<p>\nThe following advisors have joined UBS:<\/p>\n<p><b>Nashville<\/b><\/p>\n<p>\nFinancial Advisors <b>Colby Robbins<\/b> and <b>Brock Hooper<\/b> join UBS in Nashville.<\/p>\n<p>\nColby and Brock previously spent over a decade at Merrill Lynch Wealth Management where they advised ultra-high net worth and high net worth families and individuals. They manage $344 million in assets.<\/p>\n<p>\nThe Nashville area is part of the firm\u2019s South Market, which is led by Market Executive John Houlihan, outgoing Market Executive Greg Achten, and Market Director Patrick Cook.<\/p>\n<p><b>Washington, D.C.<\/b><\/p>\n<p>\nFinancial Advisors <strong>Sheldon Ray <\/strong>and<strong> Asif Bhally<\/strong> joined UBS in Washington, D.C.<\/p>\n<p>\nSheldon and Asif join UBS from Raymond James. They have served ultra-high net worth and high net worth families and businesses for over 30 years. They manage $187 million in assets.<\/p>\n<p>\nFinancial Advisor <strong>Matt Teems<\/strong> joined UBS in Washington, D.C.<\/p>\n<p>\nMatt joins the financial advisor team <a rel=\"nofollow\" href=\"https:\/\/cts.businesswire.com\/ct\/CT?id=smartlink&amp;url=https%3A%2F%2Fadvisors.ubs.com%2Fcapitolgroupic%2F&amp;esheet=54556615&amp;newsitemid=20260618509424&amp;lan=en-US&amp;anchor=The+Capitol+Group+Institutional+Consulting&amp;index=1&amp;md5=ac8ccb99de15c1e6796ca660d0d92da8\">The Capitol Group Institutional Consulting<\/a>. For over 20 years, Matt has served Washington&#8217;s non-profit community with analysis and advice to help meet their short and long term financial goals.<\/p>\n<p>\nPrior to joining UBS, Matt was a Senior Vice President, Wealth Management at Morgan Stanley. He manages $149 million in assets.<\/p>\n<p>\nThe Washington, D.C. area is part of the firm\u2019s Mid-Atlantic Market, which is led by Market Executive Brendan Graham and Market Director Mark Livoti.<\/p>\n<p><b>Philadelphia<\/b><\/p>\n<p>\nFinancial Advisor <b>Adam Conish<\/b><a rel=\"nofollow\" href=\"https:\/\/cts.businesswire.com\/ct\/CT?id=smartlink&amp;url=https%3A%2F%2Fwww.businesswire.com%2Fnews%2Fhome%2F20260615908844%2Fen%2FUBS-Hires-Financial-Advisor-Adam-Conish-in-Philadelphia&amp;esheet=54556615&amp;newsitemid=20260618509424&amp;lan=en-US&amp;anchor=joined&amp;index=2&amp;md5=7dc03587d008dc967e5bfab7887167d3\">joined<\/a> the firm in Philadelphia.<\/p>\n<p>\nHe brings decades of experience in financial services to UBS and spent the past 20 years in a variety of positions at Glenmede, including Director of Endowment &amp; Foundation Management, and previously as a Portfolio Manager.<\/p>\n<p>\nHe manages approximately $1.2 billion in assets.<\/p>\n<p>\nThe Philadelphia area is part of the firm\u2019s Mid-Atlantic Market, which is led by Market Executive Brendan Graham and Senior Market Director Patricia Cashin.<\/p>\n<p><b>Fort Lauderdale<\/b><\/p>\n<p>\nFinancial Advisor <b>Evan McGrath<\/b> joined UBS in Fort Lauderdale.<\/p>\n<p>\nEvan brings more than a decade of experience in financial services to UBS, and most recently served clients at J.P. Morgan Wealth Management. He manages $120 million in assets.<\/p>\n<p>\nThe Fort Lauderdale area is part of the firm\u2019s Florida Market, which is led by Market Executive Lane Strumlauf and Market Director Julene Richards-Scilingo.<\/p>\n<p><b>Notes to Editors<\/b><\/p>\n<p><b>About UBS<\/b><\/p>\n<p>\nUBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. It also provides diversified asset management solutions and focused investment banking capabilities. UBS manages 7 trillion dollars of invested assets as per the fourth quarter 2025. UBS helps clients achieve their financial goals through personalized advice, solutions and products. Headquartered in Zurich, Switzerland, the firm is operating in more than 50 markets around the globe. UBS Group shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).<\/p>\n<p>\n\u00a9 UBS 2026. All rights reserved. The key symbol and UBS are among the registered and unregistered trademarks of UBS.<\/p>\n<p><img decoding=\"async\" alt=\"\" src=\"https:\/\/cts.businesswire.com\/ct\/CT?id=bwnews&amp;sty=20260618509424r1&amp;sid=flmnd&amp;distro=nx&amp;lang=en\" style=\"width:0;height:0\" \/><span class=\"bwct31415\" \/><\/p>\n<p id=\"mmgallerylink\"><span id=\"mmgallerylink-phrase\">View source version on businesswire.com: <\/span><span id=\"mmgallerylink-link\"><a href=\"https:\/\/www.businesswire.com\/news\/home\/20260618509424\/en\/\" rel=\"nofollow\">https:\/\/www.businesswire.com\/news\/home\/20260618509424\/en\/<\/a><\/span><\/p>\n<p><b>Media Contact:<br \/>\n<\/b><br \/>Scott Gamm<br \/>\n<br \/>Strategy Voice Associates<br \/>\n<br \/><a rel=\"nofollow\" href=\"mailto:scott@strategyvoiceassociates.com\">scott@strategyvoiceassociates.com<br \/>\n<\/a><br \/><a rel=\"nofollow\" href=\"https:\/\/cts.businesswire.com\/ct\/CT?id=smartlink&amp;url=https%3A%2F%2Fwww.ubs.com&amp;esheet=54556615&amp;newsitemid=20260618509424&amp;lan=en-US&amp;anchor=https%3A%2F%2Fwww.ubs.com&amp;index=3&amp;md5=ad676ca4045d2393421efeb39206ad98\">https:\/\/www.ubs.com<\/a><\/p>\n<p><b>KEYWORDS:<\/b> New York United States North America<\/p>\n<p><b>INDUSTRY KEYWORDS:<\/b> Banking Asset Management Professional Services Finance<\/p>\n<p><b>MEDIA:<\/b><\/p>\n<table cellpadding=\"3\" cellspacing=\"3\">\n<tr>\n<td><font face=\"Arial\" size=\"2\"><b>Logo<\/b><\/font><\/td>\n<\/tr>\n<tr>\n<td><img decoding=\"async\" src=\"https:\/\/mms.businesswire.com\/media\/20260618509424\/en\/2834872\/3\/UBS_Logo.jpg\" alt=\"Logo\" \/><\/td>\n<\/tr>\n<tr>\n<td><font face=\"Arial\" size=\"2\"><\/font><\/td>\n<\/tr>\n<\/table>\n","protected":false},"excerpt":{"rendered":"<p>UBS Hires Financial Advisors in the Southeast Region US Managing Over $2 billion in Assets NEW YORK&#8211;(BUSINESS WIRE)&#8211; UBS Wealth Management today announced the recent hiring of several financial advisors and teams in its Southeast Region who collectively manage more than $2 billion in assets. The hires are located in key wealth centers including Nashville, Washington, D.C., Philadelphia, and Fort Lauderdale. The firm\u2019s Southeast Region is led by Regional Director Julie Fox. \u201cThese advisors have been building relationships in their communities for years and this combination of talent and local ties is exactly what we are looking for as we continue to grow our business and attract top talent,\u201d said Fox. \u201cThese cities have seen a significant influx of ultra-high &hellip; <\/p>\n<p class=\"link-more\"><a href=\"https:\/\/www.marketnewsdesk.com\/index.php\/ubs-hires-financial-advisors-in-the-southeast-region-us-managing-over-2-billion-in-assets\/\" class=\"more-link\">Continue reading<span class=\"screen-reader-text\"> &#8220;UBS Hires Financial Advisors in the Southeast Region US Managing Over $2 billion in Assets&#8221;<\/span><\/a><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[],"tags":[],"class_list":["post-973684","post","type-post","status-publish","format-standard","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.8 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>UBS Hires Financial Advisors in the Southeast Region US Managing Over $2 billion in Assets - Market Newsdesk<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.marketnewsdesk.com\/index.php\/ubs-hires-financial-advisors-in-the-southeast-region-us-managing-over-2-billion-in-assets\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"UBS Hires Financial Advisors in the Southeast Region US Managing Over $2 billion in Assets - Market Newsdesk\" \/>\n<meta property=\"og:description\" content=\"UBS Hires Financial Advisors in the Southeast Region US Managing Over $2 billion in Assets NEW YORK&#8211;(BUSINESS WIRE)&#8211; UBS Wealth Management today announced the recent hiring of several financial advisors and teams in its Southeast Region who collectively manage more than $2 billion in assets. The hires are located in key wealth centers including Nashville, Washington, D.C., Philadelphia, and Fort Lauderdale. The firm\u2019s Southeast Region is led by Regional Director Julie Fox. \u201cThese advisors have been building relationships in their communities for years and this combination of talent and local ties is exactly what we are looking for as we continue to grow our business and attract top talent,\u201d said Fox. \u201cThese cities have seen a significant influx of ultra-high &hellip; Continue reading &quot;UBS Hires Financial Advisors in the Southeast Region US Managing Over $2 billion in Assets&quot;\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.marketnewsdesk.com\/index.php\/ubs-hires-financial-advisors-in-the-southeast-region-us-managing-over-2-billion-in-assets\/\" \/>\n<meta property=\"og:site_name\" content=\"Market Newsdesk\" \/>\n<meta property=\"article:published_time\" content=\"2026-06-18T14:03:01+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/cts.businesswire.com\/ct\/CT?id=bwnews&amp;sty=20260618509424r1&amp;sid=flmnd&amp;distro=nx&amp;lang=en\" \/>\n<meta name=\"author\" content=\"Newsdesk\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Newsdesk\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"3 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/ubs-hires-financial-advisors-in-the-southeast-region-us-managing-over-2-billion-in-assets\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/ubs-hires-financial-advisors-in-the-southeast-region-us-managing-over-2-billion-in-assets\\\/\"},\"author\":{\"name\":\"Newsdesk\",\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/#\\\/schema\\\/person\\\/482f27a394d4fda80ecb5499e519d979\"},\"headline\":\"UBS Hires Financial Advisors in the Southeast Region US Managing Over $2 billion in Assets\",\"datePublished\":\"2026-06-18T14:03:01+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/ubs-hires-financial-advisors-in-the-southeast-region-us-managing-over-2-billion-in-assets\\\/\"},\"wordCount\":672,\"image\":{\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/ubs-hires-financial-advisors-in-the-southeast-region-us-managing-over-2-billion-in-assets\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/cts.businesswire.com\\\/ct\\\/CT?id=bwnews&amp;sty=20260618509424r1&amp;sid=flmnd&amp;distro=nx&amp;lang=en\",\"inLanguage\":\"en-US\"},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/ubs-hires-financial-advisors-in-the-southeast-region-us-managing-over-2-billion-in-assets\\\/\",\"url\":\"https:\\\/\\\/www.marketnewsdesk.com\\\/index.php\\\/ubs-hires-financial-advisors-in-the-southeast-region-us-managing-over-2-billion-in-assets\\\/\",\"name\":\"UBS Hires Financial Advisors in the Southeast Region US Managing Over $2 billion in Assets - 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The hires are located in key wealth centers including Nashville, Washington, D.C., Philadelphia, and Fort Lauderdale. The firm\u2019s Southeast Region is led by Regional Director Julie Fox. \u201cThese advisors have been building relationships in their communities for years and this combination of talent and local ties is exactly what we are looking for as we continue to grow our business and attract top talent,\u201d said Fox. \u201cThese cities have seen a significant influx of ultra-high &hellip; Continue reading \"UBS Hires Financial Advisors in the Southeast Region US Managing Over $2 billion in Assets\"","og_url":"https:\/\/www.marketnewsdesk.com\/index.php\/ubs-hires-financial-advisors-in-the-southeast-region-us-managing-over-2-billion-in-assets\/","og_site_name":"Market Newsdesk","article_published_time":"2026-06-18T14:03:01+00:00","og_image":[{"url":"https:\/\/cts.businesswire.com\/ct\/CT?id=bwnews&amp;sty=20260618509424r1&amp;sid=flmnd&amp;distro=nx&amp;lang=en","type":"","width":"","height":""}],"author":"Newsdesk","twitter_card":"summary_large_image","twitter_misc":{"Written by":"Newsdesk","Est. reading time":"3 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/www.marketnewsdesk.com\/index.php\/ubs-hires-financial-advisors-in-the-southeast-region-us-managing-over-2-billion-in-assets\/#article","isPartOf":{"@id":"https:\/\/www.marketnewsdesk.com\/index.php\/ubs-hires-financial-advisors-in-the-southeast-region-us-managing-over-2-billion-in-assets\/"},"author":{"name":"Newsdesk","@id":"https:\/\/www.marketnewsdesk.com\/#\/schema\/person\/482f27a394d4fda80ecb5499e519d979"},"headline":"UBS Hires Financial Advisors in the Southeast Region US Managing Over $2 billion in Assets","datePublished":"2026-06-18T14:03:01+00:00","mainEntityOfPage":{"@id":"https:\/\/www.marketnewsdesk.com\/index.php\/ubs-hires-financial-advisors-in-the-southeast-region-us-managing-over-2-billion-in-assets\/"},"wordCount":672,"image":{"@id":"https:\/\/www.marketnewsdesk.com\/index.php\/ubs-hires-financial-advisors-in-the-southeast-region-us-managing-over-2-billion-in-assets\/#primaryimage"},"thumbnailUrl":"https:\/\/cts.businesswire.com\/ct\/CT?id=bwnews&amp;sty=20260618509424r1&amp;sid=flmnd&amp;distro=nx&amp;lang=en","inLanguage":"en-US"},{"@type":"WebPage","@id":"https:\/\/www.marketnewsdesk.com\/index.php\/ubs-hires-financial-advisors-in-the-southeast-region-us-managing-over-2-billion-in-assets\/","url":"https:\/\/www.marketnewsdesk.com\/index.php\/ubs-hires-financial-advisors-in-the-southeast-region-us-managing-over-2-billion-in-assets\/","name":"UBS Hires Financial Advisors in the Southeast Region US Managing Over $2 billion in Assets - 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