Former UBS Team Jumps Ship to Raymond James

Raymond James has recruited an advisor team from UBS. The team, Coastal Oak Wealth Advisors, led by James "Buck" Williams. Coastal Oak is based in Jacksonville, Florida and manages over $235 million in client assets.

He is supported by his seven-person advisory team. The team at Coastal Oak Wealth Advisors specializes in managing generational wealth, investment strategy, risk management, and legacy planning.

Williams has a decade-long history in the financial industry, having started his career at Fidelity Brokerage Services in 2011. Throughout his career, he has been associated with several prominent firms, including Strategic Advisers, Merrill Lynch, and UBS. Buck is actively involved with the Jacksonville Public Education Fund currently serving as Vice Chair on the Board of Directors. He also holds CFP and CEPA designations.

The move to Raymond James represents a strategic shift for Williams and Coastal Oak Wealth Advisors, aiming to leverage Raymond James' extensive resources and expertise.

Written By: John Washington, Data Research Analyst

John Washington is the Data Research Analyst at Dakota.

Related Content

Real Assets, Private Credit, and AI Rebound Lead Q3 2025 Institutional Allocations
October 16, 2025

October 14, 2025 Investor News: Illinois Firefighters Accelerates Alts Buildout, and more...
October 14, 2025

Biotech, Value-Based Care, and Digital Health Drive September 2025 Healthcare Transactions
October 14, 2025

AI, LBOs, and Quantum Computing | September 2025 Tech & Software Transactions
October 09, 2025

September Capital Flows Driven by $40B Allocator Activity and Mega-Fund Closures
October 06, 2025

The Database For Cold Outreach to Reach Institutional and RIA Investors

Book A Demo

Former UBS Team Jumps Ship to Raymond James

Subscribe

Related Content

The Database For Cold Outreach to Reach Institutional and RIA Investors

Address

Products & Services

Resources

Podcasts

Events

Company