A duo of veteran financial advisors, managing roughly $475 million in assets, has left UBS to join RBC Wealth Management’s Bloomfield Hills, Mich. office, the company has announced.
The Loupee/Graziani Wealth Management Group, which specializes in developing and managing financial strategies for wealthy individuals, families and businesses, includes Robert Loupee, managing director, who has 41 years of industry experience; Michael Graziani, senior vice president, who has 25 years of experience; and Barbara Pesci, senior client associate, who has more than 30 years of experience.
Loupee said the team was looking for a firm with a smaller feel and strong culture with a focus on the client-advisor relationship, and it found that in RBC Wealth Management. “Additionally, its parent company, Royal Bank of Canada, is known for its financial strength and stability, which will help us provide our clients with the confidence that their assets are in good hands,” he said in a statement.
“Rob and Mike are high-touch advisors who prioritize building strong client relationships based on trust and personalized service, which is a great fit for our client-first culture,” said Ken Ross, director of RBC’s Pittsburgh complex
In the U.S., RBC Wealth Management operates as a division of RBC Capital Markets, which has founded in 1909. RBC Wealth Management has $414 billion in total client assets with more than 2,000 financial advisors operating in 179 locations in 42 states.