RBC Wealth Management says it has recruited a team in Palm Beach Gardens, Florida, from Merrill Lynch with about $230 million in client assets. Nearing Wealth Management Group includes advisors Gordon Nearing, CFP, CIMA, CPWA, and Pamela Dallas.
“We decided to make the move to RBC Wealth Management because of its strong reputation for acting with integrity, corporate responsibility and overall fiscal stewardship,” according to Nearing.
He has close to 40 years in the business and started work as an advisor at E.F. Hutton. Later, he worked for Prudential Securities, Legg Mason and Wachovia and then joined Merrill in 2009.
Dallas, associate vice president, cut her teeth as an advisor by joining Merrill three years ago.
“We are proud to welcome the Nearing Wealth Management Group to our rapidly growing Florida complex,” according to Kirstin Turner, director of the Florida complex. “Gordon, Pamela and the team take pride in developing deep client relationships that span generations, and develop comprehensive wealth management strategies to help them navigate throughout their lives.”