The latest moves, appointments and personnel changes in wealth management in North America.

Raymond James 
Raymond James Financial Institutions Division, part of Raymond James, has  welcomed financial advisor Edward “Ed” Vollbrecht to Atlantic Union Financial Consultants (AUFC), part of Atlantic Union Bank.

Volbrecht will provide clients with investment and wealth management services through Raymond James Financial Services. Vollbrecht, who is based in Fredericksburg, Virginia, previously managed about $163 million in client assets at Truist. His addition brings AUFC to more than 30 financial advisors across Maryland, North Carolina and Virginia.

Vollbrecht’s financial services career spans nearly two decades, including 15 years with his previous firm. He holds a bachelor’s degree in political science from Pennsylvania Western University – Edinboro.

Headquartered in Richmond, Virginia, Atlantic Union Bankshares Corporation is the holding company for Atlantic Union Bank. 

Amplify Technology
Scottsdale-based Amplify Technology, which calls itself an AI-native RIA growth platform, has appointed Jason Rowley as president and Kimberly Hill as chief revenue officer.

Rowley was previously Amplify’s chief of staff and general counsel. Hill was previously chief revenue officer.

Vickie Lewin, who had been chief growth office, is stepping back from her position to serve as a consultant at the firm.

The Rowley and Hill promotions follow a series of recent C-suite additions, including appointing Mark Fischer, former Schwab Asset Management COO/CFO, to serve as the firm’s inaugural chief operations officer, and hiring industry expert Jack Martin as Amplify’s chief marketing officer. 

Amplify supports nearly $24 billion in assets under management, reaching more than 39,000 households and 649 advisors.