RBC Adds Former Truist Advisors with $730M in Assets

RBC Wealth Management has added a financial advisory team in Nashville formerly with Truist, where they oversaw approximately $730 million in client assets.

The Glaser Group is led by managing director and financial advisor Louis Glaser, who is joined by sons Zach Glaser and Nate Glaser, both first VPs; Jeff Jones, first VP; and Thomas Moonshower, senior financial associate and senior portfolio manager.

The Glaser Group provides wealth and investment planning, strategic investment solutions, risk management solutions, and estate planning to high-net-worth individuals, families, business owners, and executives.

“RBC Wealth Management has the size, scale and sophistication to serve the needs of our clients,” Louis Glaser said. “We were also impressed with RBC’s reputation of always putting the needs of clients first, which is extremely important to our team.”

Louis Glaser began his career in 1986 with Third National Brokerage Services and then worked for SunTrust Securities and Sun Trust Investments before joining Truist in 2016, according to BrokerCheck. Both his sons joined the industry in 2015. Jones started in 1983 and worked for many firms before joining Truist in 2004, while Moonshower has been with Truist since 2001.

In the U.S., RBC Wealth Management is a part of RBC Capital Markets. The firm has $570 billion in customer assets and over 2,100 financial advisors working in 190 locations throughout 42 states.