RBC Wealth Administration added a Columbus, Ohio-based advisor crew that left UBS, the place it managed about $1.1 billion in shopper belongings, the RBC Capital Markets division stated Friday.
The addition of James, Ford & Duble Wealth Companions is a part of RBC’s effort to ramp up its presence within the Nice Lakes area, it stated, noting the brand new workplace in Columbus is RBC Wealth Administration’s third location in Ohio, following Cleveland and Toledo.
The crew contains William James II, managing director — monetary advisor and Columbus department director; Patrick Ford, senior vice chairman — monetary advisor; Anastasia Duble, vice chairman — monetary advisor; Molly Montgomery, senior enterprise affiliate; Mary Ann Abbott, shopper affiliate; and Bailey Parson, department service supervisor — shopper affiliate.
RBC Wealth Administration has $515 billion in whole shopper belongings with over 2,100 monetary advisors working in 187 places in 42 states, it stated.
UBS on Tuesday declined to remark.
However the wirehouse on Tuesday introduced {that a} four-person advisor crew, BG Wealth Administration, will take part Pepper Pike, Ohio, about two hours from Columbus.
