Who's Moving Where In Wealth Management? – RBC Wealth Management US, Triad

Editorial Staff

1 July 2025

RBC Wealth Management – US
RBC Wealth Management – US, part of Royal Bank of Canada, has opened a new branch in Franklin, Tennessee. It has brought in two teams with a combined total of nearly $570 million in client assets.

The MD Wealth Management Group and JS Wealth Management Group join from Janney Montgomery Scott.

MD Wealth Management Group includes:

-- Brad Dickens, senior vice president – financial advisor;
-- Jason Minor, first vice president – financial advisor; and
-- Colton Wright, senior client associate.

JS Wealth Management Group includes:

-- Jim Stephens, senior vice president – financial advisor;
-- Jamie Smith, senior vice president – financial advisor;
-- Sheala Smith, senior branch service manager; and
-- Ben Davis, MBA, senior client associate.

Over the past five years, RBC Wealth Management has increased its financial advisor headcount in the Kansas City Complex, which includes Nashville and the new Franklin office, by almost half.

Triad Partners
Triad Partners, which works with advisors to develop their business, has named Derek Sullivan as chief financial officer and Scott Rinehart as president and chief wealth officer of Triad’s wealth management affiliate, Triad Wealth Partners.

Sullivan brings more than 17 years of experience from Fidelity Investments, where he served in financial leadership roles across institutional and third-party asset management and distribution, as well as international commercial real estate acquisition, development, and property management.

Most recently, he served as chief operating officer and chief financial officer at NovoEd, a collaborative learning platform and wholly owned subsidiary of Fidelity.

Sullivan earned the President’s Circle Award in Fidelity’s Institutional Asset Management business and received a Congressional nomination and appointment to the United States Military Academy at West Point.

Rinehart has been named president and chief wealth officer. He is responsible for setting strategic direction and overseeing the growth and performance of Triad’s wealth management division. Previously, Rinehart served as Triad’s chief planning officer for nearly two years.

Triad Partners was founded in 2020. It provides advisors with the resources, tools and support they need to achieve growth and build a business that aligns with their values.