RBC Wealth Management
RBC Wealth Management announced yesterday that it has welcomed The Smalley Girardi Group to its Westport, Connecticut branch. The team comes from Morgan Stanley with more than $400 million in assets under management.
The team includes:
Richard Smalley, first vice president, and financial advisor; and
Ali Girardi, first VP, and financial advisor, and portfolio manager .
Richard Smalley
Ali Girardi.
Raymond James
Financial advisor Craig Carroll has joined the independent advisor channel of Raymond James. He works at the advisor group, CoWealth Advisors in Newman, Georgia.
Prior to this, Carroll worked at Edward Jones, managing about $130 million of client assets. He started on his financial services career in 2019.