People Moves

RBC Wealth Management Hires Former Merrill Advisor Teams In Kansas

Eliane Chavagnon Reporter October 29, 2012

RBC Wealth Management Hires Former Merrill Advisor Teams In Kansas

Canada’s RBC Wealth Management has brought in two advisor teams from Merrill Lynch Wealth Management at its Leawood, KS, branch, according to complex director Mark Borcherding.

Financial advisors Todd Haynes and Thomas Woodward represent the Haynes & Woodward Investment group, while Scott Holder and Jason Carter form part of the Holder/Carter group. 

The Haynes & Woodward Investment group, with $130 million in assets under management, has over 20 years of combined experience, and the Holder/Carter group - with $80 million in AuM - has nearly 30 years of industry experience.

Also joining RBC with the two teams is Sara Cibrian, a registered client associate.

In other recent moves, last week RBC appointed David Upin of the Upin group - latterly of Wells Fargo Advisors - as a senior vice president and financial advisor in Minneapolis, MN, along with investment associate Denis Meysembourg. Upin manages investments for high net worth individuals and entities, and has 30 years of industry experience, with $110 million in assets under administration and $1.5 million in production.

In the US, RBC Wealth Management has some $227 billion of AuA and operates as a division of RBC Capital Markets, which is a member of the New York Stock Exchange.

 

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