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Wednesday, August 19, 2026The Morning Brief →Sign in
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Mic Lundon

In PWD coverage since August 18, 2026 · 1 story
PWD coverage
Moves

Two UBS veterans launch Naples RIA after two-and-a-half-year process

Jason Stephens and Mic Lundon left UBS after more than four decades combined to open Evertern Wealth, a Naples, Fla., RIA built for high-net-worth clients.
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