People Moves

RBC Wealth Management Brings Over Former UBS Team

Editorial Staff September 20, 2024

RBC Wealth Management Brings Over Former UBS Team

The group of managers and advisors have joined RBC WM in Atlanta, Georgia.

RBC Wealth Management has welcomed a 15-person team, known as the 770 Group, that comes from UBS with almost $2.8 billion in client assets.

The team includes:
-- William H Pahl, Jr, managing director – financial advisor; 
-- James Casey Jones, MD – financial advisor; 
-- Scott C Serafin, MD – financial advisor; 
-- Jefferson D Pace II, MD – financial advisor; 
-- Christine A Lizaso, senior vice president – financial advisor; 
-- John Ramsey, senior financial associate; 
-- Rob Joyner, senior financial associate; 
-- William Pahl, senior financial associate; 
-- Claire DuBow, senior business associate; 
-- Lauren Riepenhoff, senior investment associate; 
-- Shelley Davidson, senior investment associate; 
-- Brantley Geraghty, senior investment associate; 
-- Aranza Barajas, investment associate; 
-- Dorie Downs, client associate; and 
-- Parker Langham, client associate.

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