Get Even More Visitors To Your Blog, Upgrade To A Business Listing >>

Team of Merrill Lifers with Billion-Dollar Book Jumps to RBC in Oregon

Advisor Hub

September 17, 2021
By AdvisorHub Staff

Four career Merrill Lynch brokers who had spent a total of 73 years at the “thundering herd” left on Friday for RBC Wealth Management-U.S. in Portland, Oregon, punctuating ongoing attrition at the wirehouse.

Stephen J. Groth, Patrick M. Cummings, Robert V. Chavez, and Katrina R. Stump had been managing $1 billion in customer assets at Merrill, according to an announcement from RBC. The group also includes four client associates: Susan K. Junell, Mimi Jue, Deborah A. Jenkins and Rachel Akerson.

They are changing the name of their practice to the Inter Alia Group, after the Latin phrase for “among other things” in reflection of their focus on planning and services beyond investments, after going by the GCVS Wealth Management Group. They report to Nate Angelo, Pacific Northwest Complex director for the Minneapolis-based RBC Wealth-U.S.

Read more…



This post first appeared on Perspectives For Financial Advisors From Diamond Consultants, please read the originial post: here

Share the post

Team of Merrill Lifers with Billion-Dollar Book Jumps to RBC in Oregon

×

Subscribe to Perspectives For Financial Advisors From Diamond Consultants

Get updates delivered right to your inbox!

Thank you for your subscription

×