Career moves

The recruit oversaw $110 million in client assets while working for the wirehouse, according to the regional firm.

The new recruits previously generated $1.5 million in annual revenue at UBS, according to the regional brokerage firm.

Karen Wimbish will lead teams responsible for investment and banking product offerings as well as planning platforms and product technology across all client segments.

Both recruits have more than two decades of experience.

The biggest advisers to go it alone this year managed over $13 billion in client assets.

The bank hired its first chief investment officer seven months after recruiting the former leader of a family office to a new post as national head of investments.

The new hires opened two offices for the regional BD.

The fast-growing firm has recruited 25 advisers this year, and is affiliated with Raymond James.

Collectively, this year’s mega movers managed more than $23 billion in client assets.

CEO Rob Francais wants advisers to envision $1 trillion in AUM.