Two veteran financial adviser brothers and their teams who managed $540 million at Merrill Lynch have joined RBC Wealth Management’s Davenport, Iowa, office.
The Sandry, Meloan Wealth Management Group is composed of advisors Bill Sandry, his son Skyler Sandry and Katie Meloan. She is the daughter of Jim Campbell, a senior investment associate and co-founder of the group, who made the move with investment associate Christina Sandry (Bill’s daughter-in-law) and associate Jennifer Musal.
Separately, Bruce Sandry, Bill’s brother, moved his Sandry Group to RBC with associate Sara Schreck.
Elsewhere, Wells Fargo Advisors adds a $400 million Morgan Stanley veteran in Naples as an ex-Cetera advisor goes independent with LPL
According to a federal charges Bradley Heppner, 60, received more than $150 million in payments through funneling money from GWG Holdings to a shell company.
A $1B fund allegedly skimmed 30% off the top, then swapped cash for locked-up stock.
Insiders allegedly rewrote projections three times in four days.
TCI Wealth Advisors also has also tapped JIFFYAI to unify onboarding and servicing, while TradePMR adds ICE market data to its Fusion advisor platform
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