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RBC WM US Attracts Advisor Team In Dallas
Editorial Staff
21 July 2026
RBC Wealth Management – US announced yesterday that it has added the KPM Wealth Advisory Group to its Dallas branch. The six-person team from Stifel, Nicolaus & Company, previously oversaw nearly $1.6 billion in client assets. The KPM Wealth Advisory Group includes: Donald Kinsey, managing director – financial advisor Travis Moss, managing director – financial advisor Matthew Pickett, managing director – financial advisor Shawn Ezzo – senior financial associate Stephanie Mareth – senior financial associate Jacob Gross – client associate The KPM Wealth Advisory Group has worked together for more than 25 years, building a practice that serves ultra-high net worth clients. Kinsey and Moss began their careers in credit and middle markets investment banking. Pickett is a 43-year industry veteran, and together the three advisors bring more than a century of experience. They bring experience in credit and lending solutions, complex transactions and tax-aware strategies. The KPM Wealth Advisory Group said they chose to join RBC Wealth Management because its resources and capabilities were suited to serve the team's complex, sophisticated client base. The firm's credit and lending solutions and Echelon's platform give KPM Wealth Advisory Group the tools they need to deliver high-caliber service to their ultra-high net worth clients, RBC said.