Tag Archives: Financial Advisors

A New Reality For This $4 Billion Minnesota UBS Team

Rob Metcalf SHARI FLEMING PHOTOGRAPHY 2019 Team Name: Metcalf Fredrickson Group Firm: UBS Private Wealth Management Senior Members: Rob Metcalf, Judy Fredrickson Team Size: 9 Location: Wayzata, MN AUM: $3.8 billion Background: Metcalf and Fredrickson have worked together for roughly 20 years, since starting in the business at AllianceBernstein and …

Read More »

 

SUBSCRIBE TO OUR NEWSLETTER

 

Get our latest downloads and information first. Complete the form below to subscribe to our weekly newsletter.