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RBC Wealth Management Brings Over Former UBS Team

Editorial Staff

20 September 2024

RBC Wealth Management has welcomed a 15-person team, known as the 770 Group, that comes from UBS with almost $2.8 billion in client assets.

The team includes:
-- William H Pahl, Jr, managing director – financial advisor; 
-- James Casey Jones, MD – financial advisor; 
-- Scott C Serafin, MD – financial advisor; 
-- Jefferson D Pace II, MD – financial advisor; 
-- Christine A Lizaso, senior vice president – financial advisor; 
-- John Ramsey, senior financial associate; 
-- Rob Joyner, senior financial associate; 
-- William Pahl, senior financial associate; 
-- Claire DuBow, senior business associate; 
-- Lauren Riepenhoff, senior investment associate; 
-- Shelley Davidson, senior investment associate; 
-- Brantley Geraghty, senior investment associate; 
-- Aranza Barajas, investment associate; 
-- Dorie Downs, client associate; and 
-- Parker Langham, client associate.