People Moves
Who's Moving Where In Wealth Management? RBC, LPL Financial
The latest moves in wealth management across North America.
RBC
RBC
Wealth Management continues to bring in new teams, with the
latest team hired from Beverly Hills.
The Ciriello Group comprises Nick Ciriello, CIMA®, managing director – financial advisor, who has 18 years of industry experience; Elizabeth Zimmer, associate financial advisor, with three years of experience; and Richard Petrie, senior registered client associate. The team, who were previously at Merrill Lynch, manage about $550 million in client assets.
LPL Financial
LPL Financial
has added Seattle
First Asset Management to its broker-dealer and corporate
registered investment advisor platforms. The firm serves about
$800 million of client brokerage and advisory assets as of
October 26, 2018. Previously, Seattle First Asset Management was
with Signator Investors.
Founded in 2012 by Steven Jones, the firm’s history dates back to 1954 when Steve’s Jones’ father, Floyd Jones, started his career as an investment advisor. The younger Jones followed in his father’s footsteps, launching his career as an advisor in 1986.
Seattle First Asset Management is located in the Seattle metro area, and includes operations manager Loren McEwan, who holds FINRA Series 7 & 66 licenses. The team offers wealth management and investment advice.
