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August 08, 2023 at 09:26 PM
RBC Wealth Management added a Columbus, Ohio-based advisor team that left UBS, where it managed about $1.1 billion in client assets, the RBC Capital Markets division said Friday.
The addition of James, Ford & Duble Wealth Partners is part of RBC’s effort to ramp up its presence in the Great Lakes region, it said, noting the new office in Columbus is RBC Wealth Management’s third location in Ohio, following Cleveland and Toledo.
The team includes William James II, managing director — financial advisor and Columbus branch director; Patrick Ford, senior vice president — financial advisor; Anastasia Duble, vice president — financial advisor; Molly Montgomery, senior business associate; Mary Ann Abbott, client associate; and Bailey Parson, branch service manager — client associate.
RBC Wealth Management has $515 billion in total client assets with over 2,100 financial advisors operating in 187 locations in 42 states, it said.
UBS on Tuesday declined to comment.
But the wirehouse on Tuesday announced that a four-person advisor team, BG Wealth Management, will join in Pepper Pike, Ohio, about two hours from Columbus.
