A group of veteran ex-wirehouse advisors has started Royal Harbor Partners, a wealth management firm in Houston with three advisors and roughly $165 million in client assets. The partners are Glenn Royal, a certified financial planner; Michele Jones; and Natalie Picha.
“Every partner has deep roots in Houston, and our moral compass pointed us to a business model that will best allow us to do right by our community and our clients,” according to Picha.
The group uses Purshe Kaplan Sterling Investments as its broker-dealer, according to FINRA BrokerCheck.
Royal is a former institutional trader and private client wealth advisor. He has 24 years in the business, having spent the past six at Merrill Lynch. Earlier, he was with Morgan Stanley, Citigroup, UBS, Legg Mason, Morgan Keegan and Alex. Brown.