Verified Veteran Owned Business
  • Home
  • Pricing
  • Placement Services
  • Principal/Agent
  • White Label
  • News
  • Sign Up
  • Login

Team managing $1.2 billion at UBS joins Raymond James


« Return to News

A team of advisers that managed $1.2 billion in client assets at UBS in Overland Park, Kansas, is joining Raymond James & Associates, the broker-dealers employee adviser channel.

Advisers Jared Stricklin, Darryl Dunn and Robert Meeder will operate as MDS Advisors of Raymond James and will join Raymond James’ new office in Kansas City.

Dunn had worked at UBS for 13 years and Stricklin for 10 years. Meeder started in the industry in 1980, when he joined Kidder Peabody, and had worked at UBS since 2009.

The team also includes two financial planning consultants, Alin Frentzen and Lucas Harris, and senior registered sales associates Deborah Doss and Wendy Jennings.

[More: Team managing $300 million at UBS goes indie with Raymond James]

The post Team managing $1.2 billion at UBS joins Raymond James appeared first on InvestmentNews.

« Return to Dashboard

Have any Questions?

We're here to help. Send us an email or call us at +1 (585) 329-9661. Please feel free to contact our experts.

A donation will be made by Adviser First Partners to a Veterans organization on behalf of all financial professionals and firms that register each month

Contact Us

Adviser First Partners

Subscribe to our mailing list.

Veteran Owned Business

Quick Links
  • Home
  • Schedule Meeting
  • Listen & Subscribe to Our Podcast
  • Contact
  • New Item
Your Account
  • News
  • Schedule Meeting
  • Register
  • Login
  • Dashboard
  • Sign Out
  • New Item
  • New Item
Get In Touch

P.O. Box 12
Ionia, NY 14475

Phone: +1 (585) 329-9661
Email: info@adviserfirstpartners.com

© 2025 Adviser First Partners. All Rights Reserved.

Web Design by eLink Design, Inc., a Kentucky Web Design company