UBS Loses $1.4B Team to Spartan Wealth

Alex Padalka

August 18, 2022

Joseph Mansoor and Anthony Mona have joined Spartan Wealth Management in Michigan.

Spartan Wealth Management says it has merged with a wealth management firm headed by a team of experienced financial advisors from UBS.

Led by Joseph Mansoor and Anthony Mona, 360° Wealth Management Group has joined Spartan in Birmingham, Michigan, according to the firm.

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