Advisor strikes: RBC lands $2B BofA Private Bank duo in La Jolla
From left: Lisa Behun and Dirk Harris, monetary advisors with RBC Wealth Management in La Jolla, California.
Merrill and Wells Fargo Advisors additionally made additions to develop their presence in Florida and Michigan.
RBC Wealth Management has recruited a pair of Bank of America Private Bank advisors who oversaw greater than $2 billion in consumer belongings at their former agency.
It is the second advisor transfer from the non-public financial institution to the agency’s La Jolla, California department in roughly a month.
The West Coast transfer brings Lisa Behun to RBC as a monetary advisor and managing director, whereas Dirk Harris joins as a monetary advisor and senior vice chairman. Joining the 2 are senior monetary affiliate Kevin Wilson and senior consumer affiliate Erin Marshall.
Behun works with high-net-worth households and industry homeowners by means of an method that mixes wealth technique, monetary planning and credit score with steerage rooted in behavioral finance. Harris, who has greater than 25 years within the industry, focuses on serving to prosperous households and industry homeowners untangle difficult funds and plan for objectives a long time out.
“I’m thrilled that Lisa and Dirk determined to hitch RBC Wealth Management,” mentioned Marcel TenBerge, Southern California complicated director at RBC. “Clients come to them throughout pivotal moments of their life – whether or not it is liquidity occasions or making ready for retirement. This group takes a complete method to wealth planning, and is happy to leverage the RBC Wealth Management platforms to take their consumer service to the subsequent degree.”
Just final month, the La Jolla workplace employed Damon Couch, one other Bank of America Private Bank advisor, based on RBC.
Before that, RBC’s summer time run of recruitment included defecting billion dollar-plus groups from Stifel and UBS, who joined the agency in Dallas and Palm Springs, respectively.
Merrill provides $240 million Wells Fargo advisor in Boca Raton
Merrill has employed Jeff Chanin from Wells Fargo for its Boca Raton, Florida, workplace. A veteran advisor, Chanin reported overseeing roughly $240 million in consumer belongings, whereas producing about $2.8 million in manufacturing at his prior agency.
Before Wells Fargo, Chanin’s 30-year document of registraion with FINRA consists of earlier stops at Merrill, Morgan Stanley, Citi, and Prudential.
Joined by registered consumer affiliate Tara Mirjah, Chahin is transferring to the Merrill’s Boca Raton workplace led by senior resident director Scott Kauffman, which sits inside Merrill’s Florida Tropics Market run by market government Jason Edelmann.
Wells Fargo Advisors picks up $355 million Stifel group in Michigan
Meanwhile, Wells Fargo Advisors has added Robert Henry and Rex Stanczak, who left Stifel, Nicolaus & Co. in Ann Arbor, Michigan.
The two have practically 60 years of mixed expertise and oversee roughly $355 million. Support workers members Lori Lessel and Katti Jankowski made the leap to Wells Fargo with them.
