RBC Wealth Management added a Merrill Lynch adviser who generated $1 million in annual revenue, according to the firm.
Plus, Merrill Lynch grabs UBS planners who managed $750 million in client assets.
David Galardini joined RBC in Southpointe, Pennsylvania, as part of an effort to expand its reach in the Pittsburgh region, according to Kenneth M. Ross, the senior managing director of the Pittsburgh complex. Registered Client Adviser Cathy Buck joined Galardini in the move from her previous position with Wells Fargo Advisors, according to FINRA.
“RBC Wealth Management has been focused on building the firm’s presence in the Pittsburgh area — an important market for the firm — through the recruitment of high quality financial advisers,” Ross says.
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Prior to her financial services career, the recruit was a U.S. Army reservist working as a Russian linguist.
June 7 -
Two veteran advisers joined the independent firm, which is affiliated with Raymond James.
May 31 -
The recruit made more than $1 million in production before making the move, according to the regional broker-dealer.
May 9
Galardini has previous experience at Morgan Stanley and Citigroup, where he started his career in 2005, BrokerCheck records show.
