Union Bank reports that Simone Branigan, Ralph Dickman and Mary Murray have joined its Private Wealth Management team in California as Vice Presidents and Private Wealth Advisors. These individuals will work with a team of wealth management professionals across several disciplines to understand the challenges and opportunities facing high net worth clients in their respective regions. Their advisory activity will include providing clients with tailored solutions focused on their goals and working closely with them to implement agreed strategies. The addition of these three professionals is a key milestone in the Private Wealth Management team’s ongoing efforts to recruit top talent that not only has the necessary financial expertise to serve clients effectively, but who also share the bank’s values.
Branigan is based in Beverly Hills, serving the Beverly Hills, Santa Monica, and Pacific Palisades markets. Dickman is based in San Jose, serving the San Jose and Palo Alto markets. Murray is based in Rancho Santa Fe, serving the Rancho Santa Fe and Northern San Diego markets. All three report to Joe Sweet, Managing Director and Head of Private Wealth Management.
“In order to meet the evolving demands of our clients and to continue to expand our presence, we are increasing the number of high caliber wealth advisors,” said Michael Feldman, Head of Wealth Markets at Union Bank. “The dynamic financial landscape requires new solutions and thinking. Our Private Wealth Advisors are well equipped to develop financial roadmaps for our clients that are underpinned by rigorous planning.”
“The addition of Simone, Ralph, and Mary to the Private Wealth Management team allows us to expand our ability to meet the complex financial needs of our high net worth clients,” added Sweet. “Our wealth advisors are seasoned professionals with the ability to develop financial plans that take into account the individual client’s whole financial picture -- from their personal wealth, business holdings, and legacy planning.”
Branigan returns to Union Bank after serving as a private client advisor for City National Bank for the last several years. She brings more than 25 years of financial sector experience holding key positions in private banking, commercial real estate and commercial banking. Branigan earned her bachelor’s degree in economics from the University of California, Los Angeles. She also holds a master’s degree in business administration from the University of Southern California. She is fluent in Spanish.
She holds Financial Industry Regulatory Authority, Inc. (‘FINRA’) Series 7 and 66 securities licenses, as well as her California Life Insurance license.
Dickman brings to Union Bank more than 20 years in the financial services industry as a private banker, financial advisor, and commercial banker. Most recently, he served as a private client advisor at City National Bank. Previously, Dickman spent the first half of his career in the technology industry in Silicon Valley. He earned a bachelor’s degree in English from Trinity College in Hartford, Connecticut. Active in his community, Dickman is chairman of the board of Valley Medical Center Foundation, and treasurer for the Mature Healthy Living Foundation board, and serves on the board of the Lucina Foundation.
He holds FINRA Series 7 and 66 securities licenses as well as his California Life Insurance license, and is a Certified Wealth Strategist (CWS).
Murray brings more than 35 years of financial sector experience to her new position, specializing in relationship management of high and ultra-high net worth clients, and more than 20 years of management experience and business operations. She spent more than 30 years with Wells Fargo Private Bank in a variety of roles, most recently serving as a wealth management advisor. Murray is a volunteer and a board member of Angel Faces, Inc. She also volunteers at a number of military outreach programs and is an active member of the Rancho Santa Fe Rotary.
She holds FINRA licenses Series 7 and 66 securities licenses, as well as her California Life Insurance license.