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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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About Joe Palmisano

Joe Palmisano is editorial director of Connect Money, where he oversees daily coverage of alternative assets, direct investments, financial advisory and the economy. He brings three decades of experience as a financial journalist, analyst and portfolio manager. Before joining Connect Money, Palmisano wrote for The Wall Street Journal, covering foreign exchange, global fixed-income and equity markets. He later served as a senior research analyst and portfolio manager, producing market analysis and managing foreign exchange and U.S. equity portfolios for FX Concepts. His work has also appeared in SFO Magazine and CMT Association publications. Palmisano earned a bachelor’s degree in finance from The American University and holds the Chartered Market Technician (CMT) designation and is a member of the CFA Institute.