DALLAS, TX (July 17, 2026) — RBC Wealth Management–U.S. is pleased to announce the addition of the KPM Wealth Advisory Group to its Dallas Branch. The six-person team comes from Stifel, Nicolaus & Company, previously overseeing nearly $1.6 billion in client assets.
The KPM Wealth Advisory Group includes:
The KPM Wealth Advisory Group has worked together for more than 25 years, building a practice that serves ultra-high-net-worth clients, with a particular focus on business owners who require a comprehensive approach to managing their financial lives. Kinsey and Moss began their careers in credit and middle markets investment banking. Pickett is a 43-year industry veteran, and together they collectively bring over a century of experience across their three lead advisors. They bring deep experience in credit and lending solutions, complex transactions and tax-aware strategies.
“I am thrilled to have this team join our Dallas office,” said Courtney Duphorne, Texas North Complex Director at RBC Wealth Management. “The KPM Wealth Advisory Group has built their practice on serving UHNW clients at the highest level, and RBC has the balance sheet and expertise to support that growth. We are proud to welcome this team of professionals who share our unwavering commitment to their clients.”
The KPM Wealth Advisory Group said their decision to join RBC Wealth Management was driven by the firm’s resources and capabilities suited to serve the team’s complex, sophisticated client base. RBC Wealth Management’s strength, comprehensive credit and lending solutions and Echelon platform give KPM Wealth Advisory Group the tools they need to continue delivering high-caliber service to their ultra-high-net-worth clients.
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 196 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.
Brittany McCabe, RBC Wealth Management, brittany.mccabe@rbc.com, 612-209-4483
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.