RBC Wealth Management recruits $337M team in Memphis
Team of six has switched from Cetera.
RBC Wealth Management has added another strong advisor team to its growing portfolio across the country.
Clarity First Group’s four financial advisors and two client associates have switched from Cetera with approximately $337 million in client assets.
The Memphis-based team includes:
- Steve Anderson, CFP, senior vice president – financial advisor
- Frank Lequerica, senior vice president – financial advisor
- Chris Hebert, CFP, senior vice president – financial advisor
- Justin Wright – financial advisor
- Amy Smith, senior client associate
- Heather Walker, senior client associate
“Clarity First Group is committed to building strong client relationships based on trust and personalized service, which is a great match for our client-first culture,” said Nat Hooker, Memphis branch director. “We are thrilled to welcome this talented team to RBC Wealth Management.”
Canadian firm RBC Wealth Management has been picking up some high-value teams recently including a $1.37 billion team from Merrill Lynch, and teams from Morgan Stanley, Wells Fargo, and UBS managing more than $4 billion.
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