Billion-dollar Truist group moves to RBC

Billion-dollar Truist group moves to RBC
The team of five advisers and three staff members is joining the firm's office in Richmond, Virginia.
JAN 31, 2022

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.

Latest News

RIA deal watch: Lido lands $720M Arizona-based RIA while CWA scores $1.4B double
RIA deal watch: Lido lands $720M Arizona-based RIA while CWA scores $1.4B double

CW Advisors' latest acquisitions extend its Eastern US presence with new locations in Virginia and Pennsylvania.

Advisor moves: LPL nabs G2 Raymond James advisor, Raymond James makes East Coast additions
Advisor moves: LPL nabs G2 Raymond James advisor, Raymond James makes East Coast additions

Also, Merill Lynch scores a billion-dollar recruitment win in New York with a sports-focused advisor defecting from UBS.

Trump says Harvard is losing its tax-exempt status
Trump says Harvard is losing its tax-exempt status

The declaration – for which the university said "there is no legal basis" – represents the latest escalation in the president's ongoing attack against the Ivy League institution.

U.S. adds 177,000 jobs in April, defying economic headwinds and federal cutbacks
U.S. adds 177,000 jobs in April, defying economic headwinds and federal cutbacks

Treasury yields rise as employment figures ignore market mayhem.

Raymond James gives its indie advisors a helping hand in recruitment
Raymond James gives its indie advisors a helping hand in recruitment

The new in-house talent sourcing service at Raymond James Financial Services seeks to help independent advisors fill gaps in various roles, ranging from associates to entry-level advisors.

SPONSORED The evolution of private credit

From direct lending to asset-based finance to commercial real estate debt.

SPONSORED Compliance in real time: Technology's expanding role in RIA oversight

RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.