RBC Wealth Management has expanded its footprint in Ohio with the addition of the Paradigm Group, a team of financial professionals that previously managed about $693 million of client assets at Morgan Stanley, according to a news release.
The five-member advisory team is led by industry veteran Kyle McLaughlin, managing director and private wealth advisor. He is joined by Joseph Goetzinger, senior vice president and financial advisor; Robert Hill, senior vice president, financial advisor and corporate retirement director; Terry Regan, first vice president and financial advisor; and Brandon Vornhagen, financial advisor. They are supported by Mary Lynn Bosway, senior financial associate; Sam Mayne, senior business associate; Maureen Regan, registered client associate; and Suzi Wood, client associate.
Based in Cincinnati, the team offers tailored solutions to ultra-wealthy and wealthy families, business owners and executives, the release said, noting that the advisors “bring diverse experiences in wealth planning, closely held business planning, executive compensation, as well as retirement and workplace solutions,” and the associates have more than four decades of experience in the industry.
“RBC Wealth Management’s client-centric approach coupled with its global heft, financial stability, lending capabilities and focus on asset and liability management make it a perfect fit for our clients,” McLaughlin said in a statement. “Our whole team jumped at the chance to bring the RBC brand and its commitment to investing in the communities where we live and work to Cincinnati. It’s not just good for our clients—it’s good for our city as well.”
“This multi-generational team brings complementary skills to help their clients preserve their legacy and pursue their financial goals, and their steadfast reputation in the community will only help RBC Wealth Management expand its reach in Ohio,” said Justin Ferdula, Chicago Complex Director at RBC Wealth Management-U.S.
The Paradigm Group marks the fourth RBC Wealth Management location in Ohio. The firm has offices in Toledo, Cleveland and Columbus.