A UBS wealth management team with $325 million in client asset has joined Kestra Financial's independent advisor platform as part of a partnership with an existing Kestra firm, Coastline Wealth Management, it was announced today.
The team at Russell Giammarino Wealth Management includes Sean Russell, director of wealth management; Philip Giammarino, director of wealth management; and Jean Kunkel, client service manager. They have served the north-central Suffolk County area in Long Island for more than 20 years and have expanded to more than 15 states, according to a press release.
Prior to joining Coastline Wealth Management, a firm led by managing partners Garrett Taylor and Cindy Grauer, both Russell and Giammarino worked at UBS since April 2011. Prior to that, they were with Wells Fargo.
Kestra said the team has extensive experience in investment and portfolio management, and it will spearhead Coastline’s Premier Wealth Management service division designed for high-net-worth clients requiring a highly customized investment program.
Austin, Texas-based Kestra Financial is an independent broker-dealer founded in 1996. The company supports 1,800 independent financial advisors.