RBC Wealth Management said it recruited the Clements-Langdon Group from Merrill Lynch to become part of its operations in Raleigh, North Carolina, according to Chip Anderson, director of the Atlanta complex.
The Clements-Langdon Group includes Kyle L. Clements, a certified financial planner and chartered retirement planning counselor; Will Langdon, CRPC; and Marj S. Jurek, registered client associate.
The team manages some $300 million in client assets and has a combined 70 years of experience.
“We are thrilled to welcome Kyle, Will and Marjorie to our Raleigh branch, which is led by Bob Gipp,” said Anderson, in a statement. “They took this move very seriously and were very thorough when confirming their ability to take the best possible care of their clients at RBC.”
Janney Montgomery Scott said a group from Merrill Lynch has joined its office in Fort Lauderdale, Florida, with about $130 million in client assets: The Steinmetz Jackson Wealth Management Group, comprised of Kenneth P. Steinmetz and James C. Jackson.
“We are thrilled to have Ken and James join our Fort Lauderdale office,” said Michael O’Mara, branch office manager, in a statement. “This talented team will continue to build on the success of Janney’s Fort Lauderdale … branch and is committed to delivering best-in-class service to help their clients achieve their financial goals.”
Steinmetz is a 16-year industry veteran, and Jackson also is a 16-year industry veteran.
Baird, Raymond James & Kestra News
Baird says that Richard L. Bingaman is now part of its Private Wealth Management group in Elgin, Illinois, near Chicago.
Bingaman used to be with Edward Jones. He started in the business in 1994, according to FINRA BrokerCheck. He now oversees about $168 million in assets and generates nearly $1 million in annual fees and commissions.
Raymond James’ employee channel says Jim Trimpe and Timothy Stolt have joined it in Louisville, Kentucky, where the team manage about $130 million in assets. They previously worked for Wells Fargo Advisors.