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RBC Wealth Management Opens New Branch in Ohio


RBC Wealth Management has announced the recruitment of the James, Ford & Duble Wealth Partners team, a former UBS advisor team that managed approximately $1.1 billion in client assets. The team will be staffing a new RBC branch office in Columbus, Ohio, increasing the firm’s reach in the state.

Expanding Presence in Ohio

Columbus, with a population of 908,000 people, is Ohio’s most populous city. RBC already has offices in Toledo, Westlake, and Cleveland, but the new branch in Columbus will allow the company to serve more clients in the region.

Reputable Team Joins RBC

The newly hired team from UBS includes advisors William “Bill” James, Patrick Ford, Anastasia Duble, senior business associate Molly Montgomery, and client associates Mary Ann Abbott and Bailey Parson. Bill James, with an impressive 29 years of industry experience, will also serve as the branch director. The team’s track record and expertise make them a great fit for RBC Wealth Management.

RBC’s Recruiting Efforts

RBC has been actively recruiting big wirehouse teams in recent years. Earlier this year, they successfully onboarded several advisors from First Republic, a troubled bank that was acquired by JPMorgan Chase in May. One such team managed approximately $1 billion and was based in Newport Beach, Calif.

RBC Wealth Management Overview

As a division of RBC Capital Markets, RBC Wealth Management has over 2,100 financial advisors operating in 42 states. With a total of $515 billion in client assets, the firm continues to expand its presence and attract top talent within the industry.

For more information about RBC Wealth Management or to inquire about their services, please visit their website.

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