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LPL Financial has expanded its presence in Tennessee by adding a three-person team led by Austin Greer, a former UBS advisor managing approximately $600 million in assets. Greer, along with wealth advisor John Dunahoo and service associate Stephanie DePriest, will operate from LPL's Linsco office in Franklin. This move comes amid UBS's ongoing advisor attrition challenges, exacerbated by recent compensation structure changes that may lead to a significant loss of advisors in the coming years.
A wealth management team in Franklin, Tennessee, managing $600 million, has transitioned from UBS to LPL Financial’s employee channel for greater autonomy. Led by Austin L. Greer, the Oxford Oaks Capital group includes John T. Dunahoo and Stephanie DePries, while advisor James A. Austin III remains at UBS. This move reflects LPL's strategy to attract higher-end producers amid rising recruitment costs.
John Dunahoo
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lpl financial expands in tennessee with new team from ubs
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LPL Financial Holdings Inc.
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William Bruen
John Dunahoo
Austin Greer
Stephanie Depriest
Andrew Bruenjes
Todd Tuckner
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21:29 27.03.2025
Tennessee wealth management team transitions from UBS to LPL Financial
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LPL Financial Holdings Inc.
D.A. Davidson Trust Company
MERRILL LYNCH MLCX SX6L INDEX
USA
Stephanie Depriest
James Austin III
John Dunahoo
Austin Greer
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19:38 27.03.2025
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