RBC Wealth Management has announced the addition of the 770 Group, a multigenerational team managing nearly $2.8 billion in client assets, to its Atlanta office. The 15-member team, which joined from UBS, brings more than 200 years of collective experience to RBC.
The 770 Group is led by managing directors William H. Pahl, Jr., James Casey Jones, Scott C. Serafin, and Jefferson D. Pace II. They're joined by senior vice president and financial advisor Christine A. Lizaso, along with 10 other associates.
The team has earned multiple industry accolades on the strength of a personalized approach to wealth management, with a strong focus on comprehensive financial planning.
"RBC Wealth Management is the ideal fit for our clients and for our multigenerational team," Pahl said, citing the firm’s client-first values as a significant factor in the decision. Pahl has been in the industry for 36 years, according to his BrokerCheck profile. Prior to his 15-year stint at UBS, he was registered as an investment advisor and broker with Citi.
Jones, a 22-year veteran of the industry, highlighted the importance of "best-in-class technology," citing RBC's "commitment to partnering with industry-leading platforms for financial planning and portfolio analytics [that] enables our team to deliver precise and truly holistic wealth management solutions."
In February, RBC Wealth Management announced an expanded partnership with Tifin AG, giving its fleet of US advisors the ability to deepen client relationships and grow their practice with the fintech firm's AI-Powered Insights platform.
With $619 billion in total client assets, the firm has over 2,100 financial advisors in 191 locations across 42 states. Its recruitment record so far this year has included a double-deal adding two Wells Fargo teams managing $801 million in August and a $693 million group that decamped from Morgan Stanley that same month.
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