Advisor moves: UBS, Raymond James, RBC pick up teams

UBS Wealth Management has picked up a pair of advisors from Merrill.

Ora DeMorrow and Brendan Goffinet, formerly managed $360 million in client assets for Merrill in Greenwood Village, Colorado. They're joining UBS' Denver Tech location. 

DeMorrow was at Merrill for 13 years, starting in 2011, according to BrokerCheck. Goffinet, who has 24 years of industry experience, was at Merrill for nine years starting in 2015 and, before that, at Morgan Stanley.

At Merrill, the pair were part of a team known as DGG Wealth Management Group.

Raymond James has brought over a team led by three advisors who formerly managed more than $300 million at Northwestern Mutual.

Raymond James recruited the Garrison Financial Group, based in Littleton, Colorado, to its independent advisor channel. The team is led by Craig Garrison, Timothy Hall and Matthew Strelau, and has eight other members.

Garrison has 19 years of industry experience and started at Northwestern Mutual in 2004, according to BrokerCheck. Hall started at Northwestern Mutual in 2010 and Strelau has been there since 2020.

RBC Wealth Management has brought on a pair of teams formerly managing more than $800 million for Wells Fargo.

RBC recruited The Salon Magura Private Wealth Group, which had managed $455 million in client assets for Wells Fargo in Conshohocken, Pennsylvania. Separately, it brought on Bernard Suissa, who had $346 million for Wells Fargo in Tysons, Virginia.

The Salon Magura Private Wealth Group is led by Rob Salon, who has 28 years of industry experience and has had stints at UBS, Citi and Morgan Stanley, and Pari Hashemi Magura, who has 15 years of experience and started at Morgan Stanley.