People Moves

RBC Wealth Management Recruits New Team In Texas

Eliane Chavagnon Editor - Family Wealth Report January 23, 2014

RBC Wealth Management Recruits New Team In Texas

RBC Wealth Management has recruited The Kerr Wealth Management Group, which works with business owners, in San Antonio, TX.

RBC Wealth Management has recruited The Kerr Wealth Management Group, which works with business owners, in San Antonio, TX.

The Kerr Wealth Management Group helps business owners with succession planning and investment management, and also specializes in company-sponsored retirement plans.

Kelly Kerr has more than 14 years of industry experience and is latterly of UBS. Kerr has assets under management of more than $115 million, with $850,000 in production. Joining Kerr is Audra Kerr, an investment associate with seven years of industry experience.

Earlier this month, RBC WM appointed Thomas Smith as a financial advisor in Tyler, TX, along with his team that includes Dana Falco, Dana Owen and Mel Lovelady. The firm also appointed Tim Houghton to the newly-created role as head of business development for the Caribbean and British Isles.

RBC Wealth Management has more than $260 billion of assets under administration and nearly 2,000 financial advisors operating in 190 locations across 42 states.

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