1. UBS hired advisor Daryl Holmes in Alpharetta, Georgia. 2. Daryl brings two decades of experience from Morgan Stanley. 3. His hiring aligns with UBS's expansion in the Atlanta market. 4. UBS will leverage Daryl's expertise to enhance client services. 5. A team member, Dietrah Pegues-Britton, also joins UBS.
Daryl's extensive experience can drive client acquisition and retention, enhancing UBS's growth. Historically, key hires in financial services have bolstered performance and customer trust, as seen in other wealth management firms' successes after similar strategic recruitments.
The hiring of Daryl Holmes adds considerable weight to UBS’s capability in wealth management. Such strategic moves are crucial in reinforcing growth narratives, particularly in regions where competition is growing.
The immediate benefits of Daryl's hiring may boost local performance in the Atlanta area, leading to a quick positive impact on market perception. Over time, the influence will depend on client satisfaction and retention.
UBS Wealth Management today announced the hiring of Financial Advisor Daryl Holmes in Alpharetta, Georgia.
Daryl and his team join the UBS South Market, which is led by Market Executive Greg Achten and is part of the firm's Southeast Region, led by Regional Director Julie Fox. Daryl reports to Market Director Sterling Zerbe.
"Daryl brings decades of experience to UBS and we are pleased to welcome an advisor of his caliber to our team," said Greg Achten, South Market Executive at UBS. "We are confident that Daryl and his team will successfully leverage UBS's world class wealth management platform and capabilities to serve their clients and help them achieve their financial goals."
"Daryl's successful track record and career is a significant asset for our team as we continue to expand our business in the Atlanta area," said Sterling Zerbe, North Atlanta Market Director at UBS. "Hiring productive financial advisors in the local community like Daryl is key priority for us."
Daryl previously spent more than two decades at Morgan Stanley, first joining in 1999. He offers comprehensive wealth management and financial planning services to families, individuals, corporate executives and business owners. Before his career in financial services, he spent a decade at United Parcel Service in several leadership positions. He earned a degree in Human Development and Family Studies from The Pennsylvania State University. Daryl served in the U.S. Navy and the United States Marines Corps from 1985-1991.
Also joining Daryl is Wealth Strategy Associate Dietrah Pegues-Britton.
Notes to Editors
About UBS
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. It also provides diversified asset management solutions and focused investment banking capabilities. With the acquisition of Credit Suisse, UBS manages 6.1 trillion dollars of invested assets as per fourth quarter 2024. UBS helps clients achieve their financial goals through personalized advice, solutions and products. Headquartered in Zurich, Switzerland, the firm is operating in more than 50 markets around the globe. UBS Group shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE). https://www.ubs.com
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Scott Gamm
Strategy Voice Associates
scott@strategyvoiceassociates.com
https://www.ubs.com