RBC Wealth Management has added nearly a billion dollars to its advisory network in Virginia by welcoming a multigenerational trio from Truist into its network.
On Tuesday, the firm overseeing $583 billion in client assets and more than 2,100 financial advisors announced it had welcomed the Brown-Brinkley Group to its Tysons, Virginia office. The team, transitioning from Truist, brings approximately $915 million in client assets to RBC Wealth Management.
The Brown-Brinkley Group is led by a financial advisor team that includes seasoned advisors Alexander S. Brown and William F. Brinkley, who are both managing directors, and Taylor Brinkley.
They are supported by senior business associates Lane Thomas and Victoria Roberts, senior financial associate Hunter Brammer, registered client associate Carly Kacvinsky, and client associates John Kim and Jan Conner.
“We chose to move our business to RBC Wealth Management for its supportive, client-first culture, as well as direct access to leadership and resources that are valuable to our clients,” Brown, who’s been in the industry for 22 years, said in a statement.
Warren Bischoff, mid-Atlantic complex director for RBC Wealth Management – US, said the “high-quality, high-integrity” team is a perfect cultural fit for the firm.
“Their dedication to clients aligns perfectly with the firm’s values and culture, and we are confident they will continue to thrive here,” he said.
Recently in May, RBC boosted its profile in new Jersey as it swiped an $855 million high-net-worth team from JPMorgan.
Prior to that, it expanded its presence in Maryland as it welcomed two experienced advisor teams from Merrill Lynch.
A Nationwide survey finds 47% of GLP-1 users have never discussed the drugs’ financial impact with an advisor, even as many dip into savings.
The hundreds of millions of dollars from a sale of Inspired Healthcare properties does not mean an immediate windfall for investors.
Its SEC filings said one thing - a congressional probe said another.
Sham agreements allegedly padded revenue by 345%.
"Most pre-retirees are uncomfortable making key retirement income decisions without an advisor's help," said Chris Bailey of Cerulli.
Knighthead Life entered the market with a competitive MYGA. A strong launch earned advisor confidence and paved the way for FIAs.
As AI makes financial information more accessible than ever, Lana Hock explains why human judgment, trust, and empathy remain the qualities clients value most in a financial advisor
