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UBS hires raft of new advisers across US

By Laura Purkess, 28 Oct 25

It includes three new hires in Arizona, South Carolina and Tennessee, plus a new team of five in Michigan

UBS incorrectly classified certain joint accounts as PI accounts when they should have been classified as non-professional investors’ accounts

UBS has hired a number of new financial advisers to its offices across the US this month.

The global wealth manager has made the following appointments

  • Bryan Davidson has joined as a financial adviser in the UBS Scottsdale, Arizona office
  • Michael Shain has joined as a financial adviser in the UBS Greenville, South Carolina office
  • A new five-person adviser team has joined a new office in Ann Arbor, Michigan
  • Robert Lauer has joined as a financial adviser in UBS’s Franklin, Tennessee office

Davidson brings more than 20 years of experience, including 17 directly advising clients, while Shain returns to UBS after a 33-year career at the firm before his retirement in February 2024. Lauer and his team bring extensive experience, having spent 19 years at Merrill Lynch Wealth Management in Franklin and Chicago.

The new team in Ann Arbor join the UBS Great Lakes Wealth Management Market, expanding the company’s presence across the region.

Geoffrey Centner, of UBS, said: “With our industry-leading platform and global reach, this talented team of professionals will have the resources to deliver truly differentiated advice and solutions for their clients. We’re thrilled to welcome them to the team.”

“We are very excited to expand our presence in Michigan with the opening of our Ann Arbor office,” added Jon Ramey, UBS regional director for the Central Region. “These efforts reaffirm our commitment to being the wealth manager of choice for clients and advisors across the region.”

Tags: UBS

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International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high-net-worth clients. No news, articles or content may be reproduced in part or in full without express permission of International Adviser.