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UBS Snags Merrill Team In Sarasota

Charles Paikert Family Wealth Report Editor New York 30 June 2010

UBS Snags Merrill Team In Sarasota

Former Merrill Lynch advisors Stephen McDonald and John Henderson joined UBS' Sarasota, Florida office last week, media reports said yesterday.

The team, who report to UBS branch manager James Danko, generated $1.8 million in fees and commissions and managed $294 million in client assets.

McDonald worked at Merrill Lynch for nearly 23 years, and Henderson spent over seven years at the company.

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