custodian
Raymond James & Associates
In PWD coverage since August 14, 2026 · 5 stories
+5Talent net · 12 months7 in · 2 out
Talent flow · 12 monthsOn the wire →
Net +5 · 7 arrivals · 2 departures
Michael Rose
Aug 12 · advisor move
Abby Stancik
Aug 12 · advisor move
Arrivals
Unnamed advisor
Aug 14 · from Wells Fargo
Elyn Davis
Aug 14 · from Charles Schwab
Abby Stancik
Aug 14 · from Wells Fargo
Greg Bruce
Aug 14 · from Charles Schwab
Michelle Sovcik
Aug 14 · from Hightower
Julie Sabransky
Aug 14 · from Wells Fargo
PWD coverage
Moves
UBS pulls three Morgan Stanley teams in one week
PWD's tracking puts UBS atop the 90-day arrival board and Morgan Stanley as the wirehouse with the largest outflow.