UBS Loses $550M Team to Raymond James | IAG Breaking News

The group opened a new Raymond James office in Worcester, Mass. On the move were Stephen Erickson, Michael Martin, Scott Louder, Christopher Lussier, Diana Correa and Nancy Jones. Now operating as Elm Wealth Management, the team generated approximately $3 million in production while at UBS, according to Raymond James.

Source: UBS Loses $550M Team to Raymond James | IAG Breaking News