RBC Wealth Management has recruited a pair of Bank of America Private Bank advisors who oversaw more than $2 billion in client assets at their former firm.
It is the second advisor move from the private bank to the firm's La Jolla, California branch in roughly a month.
The West Coast move brings Lisa Behun to RBC as a financial advisor and managing director, while Dirk Harris joins as a financial advisor and senior vice president. Joining the two are senior financial associate Kevin Wilson and senior client associate Erin Marshall.
Behun works with high-net-worth families and business owners through an approach that combines wealth strategy, financial planning and credit with guidance rooted in behavioral finance. Harris, who has more than 25 years in the business, focuses on helping affluent families and business owners untangle complicated finances and plan for goals decades out.
"I am thrilled that Lisa and Dirk decided to join RBC Wealth Management," said Marcel TenBerge, Southern California complex director at RBC. "Clients come to them during pivotal moments in their life – whether it's liquidity events or preparing for retirement. This team takes a comprehensive approach to wealth planning, and is excited to leverage the RBC Wealth Management platforms to take their client service to the next level."
Just last month, the La Jolla office hired Damon Couch, another Bank of America Private Bank advisor, according to RBC.
Before that, RBC's summer run of recruitment included defecting billion dollar-plus teams from Stifel and UBS, who joined the firm in Dallas and Palm Springs, respectively.
Merrill has hired Jeff Chanin from Wells Fargo for its Boca Raton, Florida, office. A veteran advisor, Chanin reported overseeing approximately $240 million in client assets, while generating about $2.8 million in production at his prior firm.
Before Wells Fargo, Chanin's 30-year record of registraion with FINRA includes previous stops at Merrill, Morgan Stanley, Citi, and Prudential.
Joined by registered client associate Tara Mirjah, Chahin is moving to the Merrill's Boca Raton office led by senior resident director Scott Kauffman, which sits within Merrill's Florida Tropics Market run by market executive Jason Edelmann.
Meanwhile, Wells Fargo Advisors has added Robert Henry and Rex Stanczak, who left Stifel, Nicolaus & Co. in Ann Arbor, Michigan.
The two have nearly 60 years of combined experience and oversee approximately $355 million. Support staff members Lori Lessel and Katti Jankowski made the leap to Wells Fargo with them.
Osaic's Empowered Independence reached roughly $20 billion in a year and a half as succession pressure pushes advisors toward becoming W-2 employees
New connectors bring IRS data. planning workflows, and meeting intelligence into AI assistants as RIAs make AI integration a top growth investment
Sam Su worked at UBS Financial Services in San Francisco from 2008 to 2023 before jumping to Morgan Stanley.
Wealthspire’s Ground Control is also expanding in London, adding a business manager focused on music and global touring
The REIT allegedly promised investors a fix while the problem grew by $200M.
Growing wealth, evolving priorities, and untapped opportunities are reshaping how women approach long-term investing.
Knighthead Life entered the market with a competitive MYGA. A strong launch earned advisor confidence and paved the way for FIAs.
