Print this article
Who’s Moving Where In Wealth Management? – RBC Wealth Management
Editorial Staff
26 September 2025
RBC Wealth Management – US, a subsidiary of Royal Bank of Canada, has welcomed a six-person team in Bloomfield Hills, Michigan. The BLS Financial Group is joining from UBS where they managed more than $1.1 billion in client assets. The team will expand the firm’s presence in the area, reinforcing RBC Wealth Management's growing ultra-high net worth business. BLS Financial Group includes: -- Adam M Jones, managing director – private wealth financial advisor -- Mark A Steinberg, CFP®, CRPC®, MBA, managing director – financial advisor -- Tricia Fitzsimons, associate vice president – senior business associate -- Kristen Charlton, associate vice president – senior business associate -- Daniel Welsh, senior investment associate “We are extremely pleased to welcome BLS Financial Group to our Bloomfield Hills, Michigan office, and are excited to have the expertise of Jon, Adam, Mark, Tricia, Kristen and Dan in serving our high net worth and ultra-high net worth client segments,” said Chicago complex director Justin Ferdula. “As we grow and expand in the Detroit market, we are looking to attract talented, high-quality teams like BLS Financial Group, which is an incredibly well-respected team that works diligently to provide exceptional service and develop deep relationships with clients.”
-- Jonathan M Modiano, managing director – private wealth financial advisor