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June 06, 2018 at 11:01 PM
RBC Wealth Management says it recently welcomed two new women branch directors to the firm: Amy Whittington and Angelica Nelson.
Whittington is now in the Houston Galleria branch. She has over 20 years of industry experience, including as the founder of the consulting firm Optic Financial Solutions and as a management at several regional firms.
Nelson joins RBC as the Denver Tech branch director. She has been in the business for 18 years and joined from TD Ameritrade-Scottrade, where she led branch offices and had an elected board position.
“RBC Wealth Management is committed to attracting more women to the firm. Amy and Angelica are proven leaders who are committed to growing their branches and increasing advisor productivity,” according to Kristen Kimmell, chief of staff at RBC Wealth Management. “Adding more women to leadership positions is good for the industry, good for our business, but most of all, good for our clients.”
RBC, which includes 1,800 advisors with about $336 billion in assets, says it launched a digital program to focus on the role of financial advisors and what it takes to become part of the industry. It includes stories on some of the firm’s most successful women financial advisors.
More Developments
In other news, Janney Montgomery Scott says advisor Steven N. Perlman has joined its Boston branch office from Raymond James & Associates, where he has been an employee for the past 12 years; Perlman has been in the industry for about 23 years and cut his teeth at Morgan Stanley, according to FINRA BrokerCheck.
“Steve is a great addition to the depth of talent in Janney’s Boston branch office and we are thrilled to welcome him to the firm” said David Varela, complex manager, in a statement. “He is well-respected in the area and has built a strong practice by focusing on the individual needs of his clients.”
Meanwhile, EP Wealth Advisors, a fee-only RIA and financial planning firm based in Torrance, California with about $3.6 billion in assets as of March 31, says it has acquired San Diego-based Donnelly Wealth Advisors, adding over $400 million to EP Wealth’s assets under management.
“The partnership with DWA marks EP Wealth’s fourth acquisition in California since early 2016 and will further enhance their presence in the greater San Diego area,” the firm said in a statement.
