\n RBC Wealth Management \u2013 US<\/a> announced yesterday that it has
\n added\u00a0the KPM Wealth Advisory Group to its Dallas branch.
\n The six-person team\u00a0from Stifel, Nicolaus & Company,
\n previously oversaw\u00a0nearly $1.6 billion in client assets. The
\n KPM Wealth Advisory Group includes:
\n<\/p>\n
\n Donald Kinsey, managing director \u2013 financial advisor
\n<\/p>\n
\n Travis Moss, managing director \u2013 financial advisor
\n<\/p>\n
\n Matthew Pickett, managing director \u2013 financial advisor
\n<\/p>\n
\n Shawn Ezzo \u2013 senior financial associate
\n<\/p>\n
\n Stephanie Mareth \u2013 senior financial associate
\n<\/p>\n
\n Jacob Gross \u2013 client associate
\n<\/p>\n
\n The KPM Wealth Advisory Group has worked together for more than
\n 25 years, building a practice that serves ultra-high net worth
\n clients. Kinsey and Moss began their careers in credit and middle
\n markets investment banking. Pickett is a 43-year industry
\n veteran, and together the\u00a0three advisors bring more than a
\n century of experience. They bring experience in credit and
\n lending solutions, complex transactions and tax-aware strategies.
\n<\/p>\n
\n The KPM Wealth Advisory Group said they chose to\u00a0join RBC
\n Wealth Management because its\u00a0resources and capabilities
\n were suited to serve the team”s complex, sophisticated client
\n base. The firm’s\u00a0credit and lending solutions and Echelon’s
\n platform give KPM Wealth Advisory Group the tools they need to
\n deliver high-caliber service to their ultra-high net worth
\n clients, RBC said.\u00a0
<\/p>\n","protected":false},"excerpt":{"rendered":"
Editorial Staff
July 21, 2026
RBC Wealth Management attracts $1.6 billion…\n","protected":false},"author":2,"featured_media":380854,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[9],"tags":[102,104,103,40749,69229,69230,69231,69232,69233,69234,69235,69236,69237,69238,69267,69269,69268,69270,69239,69240,69241,69242,69243,69244,69245,69246,69247,69248,69249,69250,69251,69252,69253,69254,69255,69256,69257,69258,69259,69260,69261,17524,69262,69263,69264,69265,69266],"class_list":["post-380853","post","type-post","status-publish","format-standard","has-post-thumbnail","category-dallas","tag-dallas","tag-dallas-headlines","tag-dallas-news","tag-family-office","tag-family-office-news","tag-family-risk","tag-family-risk-news","tag-family-wealth","tag-family-wealth-news","tag-family-wealth-report","tag-high-net-worth","tag-high-net-worth-news","tag-hnw","tag-hnw-news","tag-ifa","tag-ifa-news","tag-independent-financial-advisor","tag-independent-financial-advisor-news","tag-mfo","tag-mfo-news","tag-multi-family-office","tag-multi-family-office-news","tag-private-bank","tag-private-bank-news","tag-private-banking","tag-private-banking-news","tag-private-wealth","tag-private-wealth-news","tag-private-wealth-reporting","tag-registered-investment-advisor","tag-registered-investment-advisor-news","tag-ria","tag-ria-news","tag-sfo","tag-sfo-news","tag-single-family-office","tag-single-family-office-news","tag-uhnw","tag-uhnw-news","tag-ultra-net-worth","tag-ultra-net-worth-news","tag-wealth-management","tag-wealth-management-news","tag-wealth-manager","tag-wealth-manager-news","tag-wealth-planning","tag-wealth-planning-news"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/us-tx\/wp-json\/wp\/v2\/posts\/380853","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/us-tx\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/us-tx\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us-tx\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us-tx\/wp-json\/wp\/v2\/comments?post=380853"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/us-tx\/wp-json\/wp\/v2\/posts\/380853\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us-tx\/wp-json\/wp\/v2\/media\/380854"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/us-tx\/wp-json\/wp\/v2\/media?parent=380853"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/us-tx\/wp-json\/wp\/v2\/categories?post=380853"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/us-tx\/wp-json\/wp\/v2\/tags?post=380853"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}