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September 20, 2017 at 04:06 PM
Swinn Toll Wealth Management Group is now part of RBC Wealth Management’s Las Vegas branch, according to Glen Hatch, director of the Phoenix Complex, having left Merrill Lynch after about 10 years.
The Swinn Toll group includes advisors Cason Swinn, Daniel Toll and Tahirih Toll, and associates Laura Moulin and Ana Bergevin. The team manages $350 million in assets.
“After careful reflection, our team decided to join RBC Wealth Management because of the firm’s impressive reputation of putting clients first, along with the strength and stability of its parent company, RBC,” said Swinn, in a statement.
“The Swinn Toll Wealth Management Group is extremely well-respected throughout the market and we are thrilled to have them join RBC. They are the foundation of our plan for growth in this important market and we look forward to more advisors joining us in Las Vegas,” said Hatch.
RBC Wealth also welcomed Alison Gardner to its Sarasota office. Gardner has 33 years of industry experience, manages about $125 million in client assets and formerly worked for Morgan Stanley.
Other Developments
Baird says it added a branch manager to oversee its wealth management office in Indianapolis: Burton Street, previously a complex director at RBC Wealth Management.
In addition, Thomas Marchal, earlier with Morgan Stanley, moves into Baird’s Chicago office with some $175 million in assets. Ken Williams previously worked at Wells Fargo and is now in Baird’s Nashville office; he has managed some $150 million in client assets.
Amerprise Financial says William Wiseman of Boston is now part of its employee channel after leaving Morgan Stanley. Wiseman is joined by advisor Parker Wiseman, also from Morgan Stanley. The father-son team have about $133 million in assets.
