Veteran wirehouse solo adviser Carol Wilshire, who managed $220 million at UBS in downtown Los Angeles, has joined RBC Wealth Managements Manhattan Beach branch. She plans to build a team there.
Wilshire had been with UBS for 11 years. Earlier, she was with Citigroup for 12 years.
[More: Merrill team with $1.4 billion joins RBC]
The post UBS adviser managing $220 million moves to RBC appeared first on InvestmentNews.
We're here to help. Send us an email or call us at +1 (585) 329-9661. Please feel free to contact our experts.
A donation will be made by Adviser First Partners to a Veterans organization on behalf of all financial professionals and firms that register each month
Contact Us© 2025 Adviser First Partners. All Rights Reserved.
Web Design by eLink Design, Inc., a Kentucky Web Design company