RBC Recruits 2 Advisor Teams From Merrill Lynch

The Barnes Group And Pollard Team Collectively Manage $900 Million In Client Assets
The two teams recruited by RBC from Merrill Lynch are (left to right): David Barnes, Managing Director and Financial Advisor, and Paula Gay, Assistant Vice President and Client Associate, the Barnes Group; and Paul Sierocinski, Associate Vice President and Senior Business Associate, Victoria Webster, Associate Vice President and Client Associate, and Patrick Pollard, Senior Vice President and Financial Advisor, the Pollard Team
The two teams recruited by RBC from Merrill Lynch are (left to right): David Barnes, Managing Director and Financial Advisor, and Paula Gay, Assistant Vice President and Client Associate, the Barnes Group; and Paul Sierocinski, Associate Vice President and Senior Business Associate, Victoria Webster, Associate Vice President and Client Associate, and Patrick Pollard, Senior Vice President and Financial Advisor, the Pollard Team
Jeff Berman, Contributing Editor & Reporter, Wealth Solutions Report
Jeff Berman, Contributing Editor & Reporter, Wealth Solutions Report

RBC Wealth Management added two veteran financial advisor teams to its Bel Air, Maryland office from Merrill Lynch, bringing about $900 million combined in client assets, the firm said Tuesday.

The Barnes Group, with about $600 million in assets, includes David Barnes, Managing Director – Financial Advisor, who has 30 years of industry experience, and Paula Gay, Assistant Vice President – Client Associate.

“We made the decision to join RBC Wealth Management because of its unique culture, as well as the management team who truly believe that clients come first,” Barnes said.

The Pollard Team, with about $300 million in assets, includes Patrick Pollard, Senior Vice President – Financial Advisor, who has 30 years of industry experience; Paul Sierocinski, Associate Vice President – Senior Business Associate; and Victoria Webster, Associate Vice President – Client Associate.

“We’re excited, both for our team and for our clients, about the capabilities and opportunities our move to RBC will provide,” said Pollard.

Both teams are “made up of incredibly talented individuals who are focused on best serving the needs of their clients,” according to Warren Bischoff, Mid-Atlantic Complex Director at RBC Wealth Management – U.S.

While welcoming the two ex-Merrill Lynch teams aboard, Bischoff said, “We continue to attract the very best advisors and teams.”

RBC Wealth Management in the U.S. is a division of RBC Capital Markets. It has $570 billion in total client assets with over 2,100 advisors operating in 190 locations in 42 states, it said.

Jeff Berman, Contributing Editor and Reporter at Wealth Solutions Report, can be reached at jberman@wealthsolutionsreport.com.

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