UBS Financial Services has picked up three financial advisors from Morgan Stanley who managed $467 million in client assets.
Father-son team Steven L. Schultz and Stockton Schultz join UBS in Phoenix and Indianapolis respectively. Steven Schultz most recently oversaw $320 million in client assets and had $2.6 million in fees and commissions. Stockton Schultz most recently had $34 million in client assets under management and $340,000 in production.
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