A team of five advisers who managed more than $1 billion at Truist joined the Richmond, Virginia, office of RBC Wealth Management.
The Miller-Bowles-Horn Group includes advisers Martin J. Miller, Bowlman “Tripp” Bowles III, Matthew C. Horn, Alex F. Maffett and Stephen M. Tucci. Tucci will work from RBC’s office in Sarasota, Florida.
Miller has 23 years of experience, according to his BrokerCheck report, and had been affiliated with Truist and BB&T, a predecessor to Truist, since 2013. Bowles has 27 years of experience and had been affiliated with Truist and BB&T since 2013. Horn has 22 years of experience and was affiliated with Truist and BBT since 2013. Maffett started his career at BB&T in 2014, and Tucci has 14 years of experience and joined BB&T in 2018.
Also making the move are associates John Hamilton, Jessica W. Holmes and Matthew L. Allen.
Shorter waits for failed SIE and Series 7 candidates take effect Jan. 19, speeding the path to registration
Raymond James and Cetera also welcomed advisors from UBS and LPL as competition for experienced teams stays fierce
Jim Walesa worked in the securities industry for 39 years before leaving in 2021.
As the market turned from pricing in cuts to betting on hikes this year, the developing reality of a K-shaped economy has had real implications for households and investors alike.
Alleged cash payments, stolen client data, and a court that jumped the gun
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
