RBC Wealth Management attracts $1.6 billion advisor team in Dallas.
RBC Wealth Management – US announced yesterday that it has
added the KPM Wealth Advisory Group to its Dallas branch.
The six-person team from Stifel, Nicolaus & Company,
previously oversaw nearly $1.6 billion in client assets. The
KPM Wealth Advisory Group includes:
Donald Kinsey, managing director – financial advisor
Travis Moss, managing director – financial advisor
Matthew Pickett, managing director – financial advisor
Shawn Ezzo – senior financial associate
Stephanie Mareth – senior financial associate
Jacob Gross – client associate
The KPM Wealth Advisory Group has worked together for more than
25 years, building a practice that serves ultra-high net worth
clients. Kinsey and Moss began their careers in credit and middle
markets investment banking. Pickett is a 43-year industry
veteran, and together the three advisors bring more than a
century of experience. They bring experience in credit and
lending solutions, complex transactions and tax-aware strategies.
The KPM Wealth Advisory Group said they chose to join RBC
Wealth Management because its resources and capabilities
were suited to serve the team”s complex, sophisticated client
base. The firm’s credit and lending solutions and Echelon’s
platform give KPM Wealth Advisory Group the tools they need to
deliver high-caliber service to their ultra-high net worth
clients, RBC said.