UBS team managing $1.7 billion joins RBC
The five-adviser, 16-person group known as The Promus Wealth Management Group has joined RBC Wealth Management in Indianapolis.
A 16-person team, including five financial advisers who managed $1.7 billion at UBS in Indianapolis, has joined RBC Wealth Management.
The Promus Wealth Management Group is among the largest teams by headcount to join the firm, RBC said in a release. Advisers making the move were David W. Bartz, Daniel P. Chillemi, Brendon C. Harbron, George J. Kempf and Jordan Frye.
The team specializes in individual wealth management and retirement plan consulting.
[More: Merrill adviser family managing $540 million moves to RBC]
‘IN the Nasdaq’ with Efram Slen, head of index research at Nasdaq
Learn more about reprints and licensing for this article.
