RBC Wealth Management has lured a financial advisor Roger Rath from wealth management group Janney Montgomery Scott, where he managed $245 million in assets.
Rath has joined the firm’s Annapolis, Maryland office as a senior vice president and financial advisor.
Go deeper with GlobalData
Access deeper industry intelligence
Experience unmatched clarity with a single platform that combines unique data, AI, and human expertise.
Previously, Rath had generated $1.1 million in revenue in the last 12 months.
Prior to joining RBC, Rath worked as part of a two-person team at Janney, the Towson Partners Wealth Management. He has expertise in retirement planning, wealth management, asset allocation and portfolio management.
RBC Wealth Management has about 2,000 advisers and now manages more than $235 billion in client assets.
Tom Carter, Annapolis branch director, RBC, said: "His industry experience and knowledge will help the Annapolis branch grow and continue to provide the high level of service to which our clients are accustomed."
US Tariffs are shifting - will you react or anticipate?
Don’t let policy changes catch you off guard. Stay proactive with real-time data and expert analysis.
By GlobalData
