other
Frost Brokerage Services, Inc.
In PWD coverage since September 8, 2026 · 5 stories
+5Talent net · 12 months5 in · 0 out
Talent flow · 12 monthsOn the wire →
Net +5 · 5 arrivals · 0 departures
Ronald Clifford Tavarez
Sep 26 · team liftout
Arrivals
RONALD CLIFFORD TAVAREZ
Sep 26 · from UBS
STEVE HOWELL GOTT
Sep 21 · from Frost Investment Services
BRIAN CARL NELSON
Sep 6 · from UBS
STEVE HOWELL GOTT
Sep 1 · from Frost Investment Services
STEVEN BEAU GUTIERREZ
Aug 17 · from UBS
Departures
None tracked.
PWD coverage
advisor_note
Modern Wealth logs six advisor moves and a four-advisor liftout in one day
The Sept. 28 records show the week's largest single advisor count; UBS and Raymond James each lost three-advisor teams earlier in the week.