RBC Wealth Management has brought in a team based in Paramus, New Jersey, with about $640 million of client money.
Prior to this, the Callot Wealth Management team worked at Merrill Lynch.
The group includes:
-- David Callot, managing director – financial advisor, with 32 years’ industry experience;
-- T Chris Braun, associate financial advisor;
-- Jon Schulz, investment associate;
-- Evan Levitsky, senior financial associate; and
-- Patricia Kramer, senior client associate
Left to right: Patricia Kramer, Chris Braun, David Callot, Jon Schulz
Among other developments, in June, a Virginia-based team of financial advisors, previously at Truist and running about $915 million in assets, joined RBC Wealth Management.