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.
Relationships are key to our business but advisors are often slow to engage in specific activities designed to foster them.
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