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March 13, 2015 at 09:01 AM
Baird said this week that it added six financial advisors to in Texas and Ohio, including an ex-UBS team and an advisor previously with Morgan Stanley.
The GCE Group moved to Baird’s office in Fort Worth, Texas, office, which now includes 25 wealth management professionals. The team came over from UBS (UBS) and includes advisors Rebecca Gadus, Jeffrey Carroll and Tyson Eubanks.
In Houston, Barbara Woolhandler came over to Baird from Morgan Stanley (MS). She will be based at Baird’s Houston Galleria office and has over 30 years in the business.
In Cincinnati, Baird added two advisors who used to work for the Bank of Kentucky: Richard “Trey” Tapke III and Julie Dusing, a cerrtified financial planner.
Baird’s wealth management business encompasses more than 800 financial advisors with client assets of about $100 billion.
Raymond James
This week, Raymond James (RJF) said it recruited five veteran advisors to its Financial Institutions Division as part of Tyler, Texas-based Southside Bank’s merger with OmniAmerican Bank: Lynn Davis, Russell Baker, Chelsea Magby, Karen Martin and Rick Patterson.
“We are thrilled to continue our longstanding relationship with Southside Bank,” said John Houston, managing director of the Financial Institutions Division, in a press release.
“All of us at Raymond James look forward to providing the products, support, resources and intellectual capital to SBIS as it seeks to further the reach and growth of its investment program with these five additional advisors,” he explained.
Southside Bancshares, Inc., the holding company for Southside Bank, is headquartered in Tyler and has nearly $5 billion in assets.
