RBC Wealth Management attracts $1.6 billion advisor team in Dallas.

RBC Wealth Management – US announced yesterday that it has added the KPM Wealth Advisory Group to its Dallas branch. The six-person team from Stifel, Nicolaus & Company, previously oversaw nearly $1.6 billion in client assets. The KPM Wealth Advisory Group includes:

Donald Kinsey, managing director – financial advisor

Travis Moss, managing director – financial advisor

Matthew Pickett, managing director – financial advisor

Shawn Ezzo – senior financial associate

Stephanie Mareth – senior financial associate

Jacob Gross – client associate

The KPM Wealth Advisory Group has worked together for more than 25 years, building a practice that serves ultra-high net worth clients. Kinsey and Moss began their careers in credit and middle markets investment banking. Pickett is a 43-year industry veteran, and together the three advisors bring more than a century of experience. They bring experience in credit and lending solutions, complex transactions and tax-aware strategies.

The KPM Wealth Advisory Group said they chose to join RBC Wealth Management because its resources and capabilities were suited to serve the team's complex, sophisticated client base. The firm's credit and lending solutions and Echelon's platform give KPM Wealth Advisory Group the tools they need to deliver high-caliber service to their ultra-high net worth clients, RBC said.