Merrill adviser family managing $540 million moves to RBC

Merrill adviser family managing $540 million moves to RBC
Teams led by Bill and Bruce Sandry make the switch to RBC Wealth Management’s Davenport, Iowa, office.
OCT 25, 2022

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.

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