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September 05, 2018 at 07:03 PM
RBC Wealth Management says a team from Merrill Lynch with about $425 million in assets has joined it in Stamford, Connecticut.
Chu, Phillips & Associates includes Joseph Chu, CFP, CIMA, CRPC, who has 16 years of industry experience, and Christopher L. Phillips, CFP, CRPC, CPFA, with 14 years of experience.
“RBC Wealth Management’s long-standing tradition of putting the needs of clients first is what drew us to the firm,” said Chu, in a statement. “Providing our clients with the best possible service is of utmost importance to our team, so we believe RBC is the best place for us to do that, as well as continue to grow our practice.”
“We are honored to welcome Chu, Phillips & Associates to RBC Wealth Management, as they are one of the most well-respected teams in the area,” according to Skip Morton, director of the Stamford branch. “Joe, Chris and the team have a reputation for integrity and work diligently each day to meet their clients’ needs and help them reach their goals.”
Dynasty Adds Trust, Estate Advisor
Towerpoint Wealth, part of the Dynasty Financial Partners’ network of advisory firms, says Jonathan LaTurner has moved to it from Wells Fargo Advisors in Sacramento, where he has managed about $50 million in client assets for the past six years.
Prior to Wells Fargo, LaTurner worked for First Citizens Bank. He focuses his work on professional private fiduciaries including conservatorships, special needs trusts, estate administration, guardianships, court blocked accounts and tribal trusts.
