The Kelly, Brown & Reilly Wealth Management Group includes financial advisors Stuart Reilly, a 33-year veteran of the financial services industry, as well as Clifton Kelly, who has been in the industry for 35 years, and Terri Brown, who began her industry career 26 years ago, according to a press release from RBC.
The team, which managed around $300 million at Merrill Lynch, joins RBC’s Marin County branch in California, which the firm opened in September, RBC says.
“We decided to join RBC Wealth Management because of its outstanding reputation as a firm focused on the best possible client experience,” Reilly says in the press release. “Our team is deeply rooted in holistic wealth management plans for our clients, and RBC has all of the investment solutions and clear, concise planning we need to lead our clients to success.”
RBC also nabbed a $246 million Denver team from Merrill Lynch in October.
RBC now has more than 1,900 financial advisors overseeing $384 billion from 170 locations in 42 states, the company says.