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FUNDRAISING NEWS | September 23, 2024

Report: RBC lures $2.8B Atlanta team from UBS

Tags: Financial Advisor Move

RBC Wealth Management has added a 15-person team, the 770 Group, from UBS with managed assets valued at $2.8B, according to September 19 media reports.

The Atlanta-based practice is headed by four managing directors: advisors William H. Pahl, Jr., J. Casey Jones, Scott C. Serafin, and Jake D. Pace; with advisor Christine Lizaso and 10 associates comprising the rest of the team. The group will report to RBC's “South Atlantic Complex” led by Senior Managing Director Robin Long. 

Per Dakota data, RBC Wealth Management handles approximately $647B in client assets.

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Written By: Dakota

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