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July 21, 2016 at 09:00 PM
RBC Wealth Management has added two teams of financial advisors in Fort Lauderdale.
One team is the Haring Group, a father-and-son advisor team that joined from Morgan Stanley. William Haring, first vice president, and Bradley Haring, financial advisor, have about $124 million in assets under management and close to $1 million in production.
The second team is made up of Scott Ramo, senior vice president, who joins from Raymond James, and his wife, Valerie Ramo, who will serve as a senior financial associate. Ramo will become a part of the CKM Wealth Management Group of RBC, which will have combined assets of $300 million and production of about $2.4 million.
“We are excited to welcome these two teams to RBC Wealth Management,” said Kirstin Turner, director of the Florida complex, in a statement. “Their industry knowledge and experience make them great fits, as we grow and expand RBC Wealth Management’s presence in southern Florida — an important market for the firm.”
Meanwhile, Deutsche Bank Wealth Management expanded its private banking team with the addition of Russell Daulton, managing director, who will serve in the newly created post of San Francisco market manager. Daulton will report to Lee Hutter, head of the U.S. western region.
In addition, Susan Rounds joined the private bank as director and wealth planner for the western region, based in Los Angeles; she will report to Sam Petrucci, head of wealth planning in the Americas.
Daulton has more than 35 years of experience in private banking, and has worked at Deutsche Bank for more than a decade. He most recently served as senior private banker in Deutsche Bank’s wealth-management business in San Francisco.
Rounds joins from Morgan Stanley Wealth Management, where she was an executive director of ultra-high-net-worth resources and regional advanced planning director.
“Russ and Susan bring extensive experience to the team serving UHNW clients, including venture capitalists and technology entrepreneurs,” said Hutter in a statement. “The U.S. western region will be integral in driving our business forward in focusing on meeting the evolving wealth management needs of the technology industry and providing innovative solutions for those needs.”
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