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October 24, 2018 at 06:07 PM
RBC Wealth Management has recruited a $1.4 billion team from Wells Fargo Advisors in Bloomfield Hills, Michigan.
The Bosart Wealth Management Group advisors includes Eugene (Trip) Bosart, Robert Bosart, Brad Bosart, Joe Moynihan and Maddalena Parks.
“Our team decided to join RBC Wealth Management because of the firm’s deep resources and investments in the U.S., along with their reputation for putting the interests of clients first,” according to Trip Bosart, who has 50 years in the business.
Also adding a team from Wells Fargo is Raymond James. It welcomed Kenneth Judd, Robert Gonzales and Joseph Klauzar in San Diego, California, according to Pat Allison, Western division director for Raymond James & Associates, the firm’s employee channel.
The advisor group does business as Charted Course Wealth Management and has about $136 million in assets.
“Rob and I looked at a number of firms, and Raymond James felt like home,” according to Judd. “Raymond James invests in its advisors and provides the marketing and technology resources we need to serve our clients. We’re excited to build our business with a firm whose values resonate so well with us and our clients.”
Judd began his financial-services career in 1993 with Prudential Securities and then worked as an advisor at A.G. Edwards. Gonzales, first vice president of investments, has more than 41 years of industry experience, beginning at Merrill Lynch and later working at Prudential and A.G. Edwards.
Also, an employee advisor from Morgan Stanley moved to Raymond James & Associates in Los Angeles with roughly $62 million. He started in the business in 1996 at PaineWebber, according to FINRA BrokerCheck, and was with Morgan Stanley since 2011.
Other BD News
LPL Financial said Brennan Asset Management Group has joined its hybrid platform from Cetera Advisor Networks. The group had about $300 million of client assets as of early September.
