Raymond James has recruited a team with more than $480 million in client assets from UBS. The team consists of advisors Dean Dancer, T.J. Goelz, Steven Grossman and Joe Malave. The team joined Raymond James's employee broker-dealer, Raymond James & Associates, in Sarasota, Fla., the company said.
According to Finra’s BrokerCheck records, Goelz, Dancer and Grossman each have 19 years of industry experience and had been with UBS since 2009. Prior to that, they worked at Smith Barney. Malave has 24 years of financial services experience and joined UBS in 2011.
Also joining the team at Raymond James are registered client associates Paula Miller and Blake Caldwell.