Former UBS Team Switches To RBC Wealth Management

Editorial Staff

5 February 2026

RBC Wealth Management – US has added a group formerly with UBS that oversees $430 million in client money.

The group – Wilson Wealth Management – is opening a new branch in Alpharetta, Georgia, expanding the firm’s presence in the Atlanta region.

The team includes James “Jimmy” Wilson, managing director and financial advisor; Ryan Nicholas Kopec, senior financial associate; Kristin Michelle Wint, senior registered client associate; and Megan Harris, senior client associate.

The Wilson Wealth Management team works with entertainment industry clients and business owners.

RBC WM – US’s South Atlantic Complex has recruited a several financial advisors since 2020 with a 28.5 per cent growth in new advisor headcount over the past five years, it said in a statement this week.

In the US, RBC – US has 195 offices across 43 states. In late January, it added the Rottenberg Wealth Management Group in Florham Park, New Jersey, bringing in $4,400 million in assets. That team also joined from UBS.