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Financial Advisory  + Latest News  + RIAs & Financial Advisors  + Wealth Management  | 
$693M Ex-Morgan Stanley FA Team Heads to RBC

$693M Ex-Morgan Stanley FA Team Heads to RBC 

RBC Wealth Management has bolstered its Ohio footprint with the addition of The Paradigm Group, a five-person financial advisory team that managed about $693 million in assets at Morgan Stanley. 

The team, which focuses on high net worth and ultra-high net worth families, business owners and executives, is based in Cincinnati and includes Kyle McLaughlin, managing director and private wealth advisor; Joseph Goetzinger, SVP and financial advisor; Robert Hill, SVP and financial advisor corporate retirement director; Terry Regan, first VP and financial advisor; and Brandon Vornhagen, financial advisor. 

Senior financial associate Mary Lynn Bosway, senior business associate Sam Mayne, registered client associate Maureen Regan and client associate Suzi Wood have also joined the team. 

“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. 

The Paradigm Group marks the fourth RBC Wealth Management location in Ohio. The firm has offices in Toledo, Cleveland and Columbus. 

In July, RBC Wealth Management brought in The Callot Wealth Management Group, a Paramus, NJ-based team with about $640 million in client assets and led by Merrill Lynch veteran David Callot.  

In June, it expanded its advisory network to include the Brown-Brinkley Group, a multigenerational financial advisor team from Truist that manages about $915 million in client assets. In May, added two advisory teams from Merrill Lynch, where they managed a combined $900 million in client assets. 

Pictured l to r: Joseph Goetzinger, Kyle McLaughlin, Terry Regan and Robert Hill 

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RBC Wealth Management

About Joe Palmisano

Joe Palmisano is Editorial Director for Connect Money, where he brings nearly three decades experience of market insights as a financial journalist, analyst and senior portfolio manager for leading financial publications, advisory firms, and hedge funds. In his role as Editorial Director, Joe is responsible for the selection of content and creation of daily business news covering the financial markets, including Alternative Assets, Direct Investment and Financial Advisory services. Before joining Connect Money, Joe was a financial journalist for the Wall Street Journal, regularly publishing feature stories and trend pieces on the foreign exchange, global fixed income and equity markets. Joe parlayed his experience as a financial journalist into roles as a Senior Research Analyst and Portfolio Manager, writing daily and weekly market analysis and managing a FX and US equity portfolio. Joe was also a contributing writer for industry magazines and publications, including SFO Magazine and the CMT Association. Joe earned a B.S.B.A. in Finance from The American University. He holds the Chartered Market Technician (CMT) designation and is a member of the CFA Institute.

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