The larger of the moves is the father-son team of Gary W. Owens and Travis L. Owens, who moved to UBS in Dallas. They had managed $540 million in client assets and generated around $2.7 million in revenue, according to a source familiar with their practice.
Source: Texas Two-Step: UBS Adds $540-Mln Merrill Team, Loses $256-Mln Group to Morgan Stanley – AdvisorHub