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September 19, 2019 at 10:00 AM
RBC Wealth Management named Kristen Kimmell as its new head of Advisor Recruiting & Field Marketing. Kimmell has been with RBC, which has close to 2,000 advisors, for nearly 25 years.
The firm says that “thanks in large part to Kimmell’s advocacy and guidance, the number of [its] female advisors … [in the] U.S. has grown by 23% in the last two years, and the number of women in branch director roles has doubled.”
“Kristen’s out-of-the-box thinking and ability to bring together teams to accomplish goals have been proven time and time again throughout her career at RBC,” according to Michael Armstrong, CEO of RBC Wealth Management-U.S. “There is really no better person for this role and I can’t wait to see just how big of an impact she will have.”
“As an industry, it’s our duty to create a supportive environment for professionals of all backgrounds, and in turn give our clients access to advice from diverse perspectives,” Kimmell said in a statement.
Meanwhile, Merrill Lynch said it appointed Kenneth Correa as the market executive for the Manhattan East market in New York, which includes offices at 75 Rockefeller Center and 560 Lexington Avenue.
Correa replaces Aanal Shah, who will become Merrill’s market executive for Eastern Pennsylvania. This market is based in Allentown and supports nine associate offices: Wilkes-Barre, Harrisburg, York, Williamsport, Reading, Lancaster, Scranton, Chambersburg and Hagerstown, Maryland.
Correa moved to Merrill from UBS, where he was an executive director and market head of its Metropolitan Market. He started with UBS in 1998. For his part, Shah became market executive for Manhattan East in 2014, after joining Merrill in 1999.
Wells Fargo FiNet Gains Advisors
Crystal Walker, formerly of LPL Financial, moved to NorthShore Financial Strategies, an independent practice working with Wells Fargo Advisors Financial Network in Chattanooga, Tennessee. She has 19 years of industry experience and manages about $200 million in assets in concert with Branch Manager Carrie Turcotte.
Also, Jayson Pocius and Michael Tursi have left PNC to open the independent practice JM Equity Advisors with FiNet in Chicago. The team has over 10 years of industry experience and manages about $74 mllion in client assets.
