The latest senior wealth management moves, appointments and personnel changes in the North American sector.

RBC Wealth Management - US
RBC Wealth Management – US has appointed Shawn Bernhard as complex director for its Texas South region, hiring her from Raymond James.

Bernhard will oversee the firm’s advisors in the region, which spans Texas and Louisiana. Before Raymond James, where she was a managing director and branch manager leading the Tucson office, she held several leadership positions at UBS Wealth Management overseeing major markets in Arizona.

Bernhard has chaired the Women’s Wealth Advisors of Arizona and holds the Certified Financial Planner® certification and the Certified Exit Planning Advisor® designation.

Bernhard will work under Scott Skinner, RBC Wealth Management’s Mountain South divisional director, who joined RBC from UBS, where he was market director for the Central Texas region, leading the Texas South complex. 

RBC Wealth Management – US has been adding to its Texas business: in July, it hired the KPM Wealth Advisory Group, a six-person team from Stifel overseeing nearly $1.6 billion in client assets, for its Dallas branch, which sits in the Texas North complex.

Raymond James 
Raymond James Financial Institutions Division (FID) recently welcomed a team of financial advisors to Pinnacle Asset Management, the investment program of Pinnacle Financial Partners,

The group will provide clients with investment and wealth management services through Raymond James Financial Services.

Financial advisors Darrell Brown, Mark Taylor, and Jonathan Shaw operate as Brown, Taylor, Shaw & Associates, serving clients throughout Southwest Florida from Naples, Florida. They are joined by client service associate Erin Powers-Westendorf.

The team, which manages approximately $700 million in client assets, has joined from Truist Investment Services.

Pinnacle Asset Management is a division of Pinnacle Financial Partners. Its financial advisors and professionals are affiliated with Raymond James Financial Services to provide advice and services to businesses and individuals with significant investment needs. FID is part of St Petersburg, Florida-headquartered Raymond James.