People Moves

RBC Wealth Management Hires Duo From Morgan Stanley

Robbie Lawther Reporter June 30, 2017

RBC Wealth Management Hires Duo From Morgan Stanley

The two new hires manage around $318 milion in assets at the Great Falls Group.

RBC Wealth Management has brought in two financial advisors from Morgan Stanley to its Chevy Chase, Maryland office.

Senior vice presidents of the Great Falls Group, Brandt Haring and Joe Smart, have joined RBC WM, the firm said in a statement.

The duo has a combined experience of 56 years in financial services, and they manage $318 million in assets with almost $2 million in production.

“Both Brandt and Joe are incredibly talented advisors who have spent their careers serving their clients above and beyond the call of duty,” said Warren Bischoff, director of RBC Wealth Management’s Washington DC complex. “They are focused on developing investment strategies tailored to the unique needs of each client. They are truly comprehensive in their wealth management planning, and will be a great fit for RBC Wealth Management," he added.

Register for FamilyWealthReport today

Gain access to regular and exclusive research on the global wealth management sector along with the opportunity to attend industry events such as exclusive invites to Breakfast Briefings and Summits in the major wealth management centres and industry leading awards programmes