Advisers with $500M in combined AUM join Wunderlich

Wunderlich Securities recruited three advisers who oversaw more than $500 million in combined client assets, according to a spokeswoman.

The new hires come from RBC Wealth Management, UBS and First Republic.

Wunderlich_Home_Office.jpg

James Parrish, president of Wunderlich Wealth Management, said they joined the regional firm in part for its culture.

Wunderlich_Ralphbox.jpg
AOTM 09272016 cover copy.png

Plus, advisers with $450M in combined AUM join Benjamin Edwards.

1 Min Read

Joining Wunderlich in Chicago is Scott Glazer. The adviser previously worked at RBC, where he had been since 2005, according to FINRA BrokerCheck records. Previously, Glazer worked at UBS and Smith Barney.

Adviser Twila Graham joined Wunderlich in Nashville, Tennessee. She previously worked at UBS, where she had been since 2000, BrokerCheck records show.

Christopher Rusk joined Wunderlich’s New York office. He previously worked at First Republic, where he served as a portfolio manager, according to Wunderlich.

He had been with the bank since 2010, having previously worked at Merrill Lynch, according to BrokerCheck.

A spokeswoman for RBC declined to comment on the departure of Glazer. First Republic also declined a request for comment. A spokesperson for UBS could not immediately be reached.

For reprint and licensing requests for this article, click here.
Career moves Recruiting Wirehouses Wirehouse advisors Regional BDs RBC Wealth Management RBC UBS UBS Wealth Management
MORE FROM FINANCIAL PLANNING