A team which generated $2.3 million in annual revenues has left UBS to join Raymond James, the regional firm said.
Joseph G. Hameline, Jr. and his sons Joseph G. Hameline III and Erikson Hameline had overseen $260 million in client assets before making the move, Raymond James said. The team, operating as Hameline Wealth Management, includes support staff Brenda Kelley and Virginia Williamson, and is in South Burlington, Vt.
Joseph G. Hameline Jr. started his career as an advisor in 1983 with Merrill Lynch, according to FINRA BrokerCheck records. He moved to Morgan Stanley in 1989 and then made another move to UBS in 2005. He worked for UBS for more than ten years before going with Raymond James.
Joseph G. Hameline III entered the industry in 1998 as an advisor at Morgan Stanley. Erikson Hameline became an advisor for Dean Witter Reynolds in 1995 and moved to Morgan Stanley in 2000. They both moved to UBS in 2005 with their father.
Prior to the move, Raymond James recruited veteran Wells Fargo advisors with $225 million in client assets over to its independent channel.