UBS has added a $500 million team of six former Morgan Stanley advisors to its office in Atlanta.
The new advisors will form a team called the Apex Group. The group includes Adam Thomas, executive director and senior portfolio management director, who was a financial advisor with Morgan Stanley for 14 years. Thomas is a graduate of Nyack College.
Team member Michael Hennessy, executive director and senior portfolio management director, has been a financial advisor with Morgan Stanley since 2006 and is a graduate of Georgia State University.
Araya Mesfin, vice president and portfolio management director, is a graduate of Berry College and a member of the Atlanta Association of Corporate Growth.
Also joining UBS is Brandon Brown, Jansen Bailey and Julie Axley Bailey. Brown, second vice president and senior portfolio manager, is a graduate of Auburn University. Jansen Bailey, chartered retirement planning counselor, has been in the industry for almost a decade and is a graduate of Clemson University. Julie Bailey has been an advisor for 13 years and is a graduate of East Tennessee State University.
The Apex Group joined UBS on January 13. The teams support staff include senior client service associate Lynn Pattison, registered client service associates Jeannine Brookman and Louise McMahon, and client service associate Elle Pineda.