UBS Wealth Management Americas hired a team of three advisors from Morgan Stanley Smith Barney in its Los Angeles operation. Roger Stephens, Dan Rothenberg and Theodore Fisher will join the company. Stephens will continue to lead the team, which had $2.1 billion in assets under management and a trailing 12-month production of $5.2 million.
While offering the full range of wealth management services, the team specializes in corporate retirement plan consulting and 501(c) endowments, according to the company.
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