RBC Wealth Management attracts $542 million team in Philadelphia market

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MOUNT LAUREL, NJ (April 29, 2026) — RBC Wealth Management–U.S. is excited to announce the addition of the Banks Carter Group to its Mount Laurel branch. The five-member team joined from UBS where it managed $542 million in client assets.

The Banks Carter Group includes:

  • Bill Banks, CFP®, Managing Director – Financial Advisor, Senior Portfolio Manager
  • Sean Carter, CFP®, CRPC®, Senior Vice President – Financial Advisor, Portfolio Manager
  • Rory Banks, CRPC®, Associate Vice President – Financial Advisor
  • Jasmine Richardson, Senior Registered Client Associate
  • Jennille Garcia, Client Associate

The Banks Carter Group has nearly 100 years of combined experience in financial services. The team prides itself in seamless, white glove service for clients and their families. Each member brings a unique set of expertise that helps clients meet their goals—from creating wealth plans and tailored portfolios, to navigating complex legacy planning.

“The Banks Carter Group’s deep expertise in wealth planning, portfolio construction and individualized investment strategies is a tremendous asset,” said Philadelphia Complex Director Scott Ceniccola. “We are excited to welcome them to RBC Wealth Management and look forward to giving their high-net-worth clients access to sophisticated tools that are designed for complex financial needs.”

About RBC Wealth Management–U.S.

RBC Wealth Management is a leading financial services company in the United States, delivering trusted advice and world-class wealth solutions to individuals, families and businesses. With 195 offices across 43 states, RBC Wealth Management supports the complex needs of high-net-worth clients through customized wealth planning, investment management, retirement planning and more. As part of RBC, a diversified global financial institution and one of the world’s largest banks based on market capitalization, RBC Wealth Management offers the scale, resources and expertise to help clients achieve their financial goals. RBC Wealth Management, a division of RBC Capital Markets, LLC, registered investment adviser and Member NYSE/FINRA/SIPC. Learn more at rbcwm.com.

Media contact

Riham Feshir, RBC Wealth Management, riham.feshir@rbc.com, 952-529-6256

Investment and insurance products offered through RBC Wealth Management are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment risks, including possible loss of the principal amount invested.