Billion-dollar Merrill Lynch team moves to RBC

Billion-dollar Merrill Lynch team moves to RBC
Known as the Inter Alia Group, four reps and four associates make switch in Portland, Oregon.
SEP 17, 2021

A team of four advisers and four associates managing $1 billion at Merrill Lynch in Portland, Oregon, has joined RBC Wealth Management.

Known as the Inter Alia Group, the team consists of advisers Stephen J. Groth, who had worked at Merrill Lynch for 30 years; Patrick M. Cummings, who worked at Merrill for 16 years, Robert V. Chavez, who worked at Merrill for 20 years, and Katrina R. Stump, who worked there for 7 years. The associates making the move are Susan K. Junell, Mimi Jue, Deborah A. Jenkins and Rachel Akerson.

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