CHICAGO, April 18, 2016 /PRNewswire/ -- HighTower Boca Raton has launched in Boca Raton, Fla. The growing financial advisory practice joins HighTower from UBS under the leadership of Managing Directors Chris Ure and Al Martinez.
"The HighTower platform fuels rapid growth and enhances operational efficiency for independent advisors, who might otherwise have to spend 20 to 30 percent of their time on the day-to-day management of their businesses," said Michael Parker, Chief Development Officer at HighTower. "Teams that join HighTower can focus on serving their clients and building their businesses in the company of other elite financial advisors."
HighTower Boca Raton develops and implements customized investment solutions for high-net-worth individuals, families and businesses. The team's expertise includes goals-based financial planning, diversified portfolios, wealth transfer, generational wealth planning and investor education.
Prior to joining HighTower, Mr. Ure and Mr. Martinez both held management and leadership roles at UBS Financial Services and Morgan Stanley Smith Barney. Mr. Ure also worked for Ernst & Young and several entrepreneurial business ventures in Broward County, Fla. The HighTower Boca Raton team also includes Director Jordan Rae, previously a financial advisor with UBS. They manage $125 million in assets.
"HighTower has a proven track record for driving the business growth of top financial advisor teams," said Mr. Ure. "We selected HighTower for their commitment to growth, dedication to clients, and for the opportunity to leverage their unmatched expertise and resources on behalf of our business and our clients."
HighTower Boca Raton is the third new HighTower team this year and the second in Florida, following The Rand Group (dually located in Newport Beach, Calif. and Maui, Hawaii) and The Otto Group (Sarasota, Fla.). The firm's steadily growing presence in Florida currently includes eight teams located throughout the state.
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HighTower is a national firm built by and for elite financial advisors. HighTower advisors commit to the fiduciary standard: a binding promise to put our clients' interests first. Powered by a proprietary technology and investment platform, HighTower embraces bold change to create a culture of collaboration and growth and to meet the evolving needs of sophisticated investors. For more information, see www.hightoweradvisors.com and www.byadvisorsforadvisors.com.
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