People Moves
RBC’s Lone Star State Office Not So Lonely Anymore: Six New Appointments
Six financial advisors have moved from Morgan Stanley to RBC Wealth Management as the firm continues to nurture its Austin, TX, office.
Six financial advisors have moved from Morgan Stanley to RBC Wealth Management as the firm continues to nurture its Austin, TX, office.
Looking after $635 million assets under management and with more than $3.4 million in production, the new hires will form two teams.
Heading the Lone Star Group will be John Riffle, Patrick Easter, Terry Sherman and Mike Roche. Tim Marwill and Eric Wittek will form the eponymous Marwill Wittek Group.
The two groups will provide personal consultations for their clients’ financial concerns, advising on matters such as investment management, retirement income planning, wealth protection and estate planning to help individuals and business owners reach their goals.
Recruiting the teams has been a timely process; due diligence processes took over a year to finalise before they could be confirmed.
With 12 offices in Texas, RBC Wealth Management is determined to increase its service to the financial needs of its residents.
The moves serve as part of a continued recruitment drive in the state. Last month it hired three other financial advisors: Thomas Smith, Kelly Kerr and Bob Straight.
