SAN DIEGO (September 22, 2026) — RBC Wealth Management–U.S. is excited to welcome two financial advisors who joined the La Jolla, California branch earlier this month.
The duo comes from Bank of America Private Bank where they oversaw more than $2 billion in client assets. Joining them are Senior Financial Associate Kevin Wilson and Senior Client Associate Erin Marshall.
Behun provides tailored customized wealth management and behavioral finance guidance to high-net-worth families and business owners. Leveraging resources in wealth strategy, financial planning, and credit, she is committed to understanding the intricacies of her clients’ wealth and providing forward-thinking guidance.
Harris has over 25 years of experience helping wealthy families and business owners simplify financial complexity and plan for long-term goals. He guides them to make smart decisions, avoid costly missteps, and align their wealth with their objectives.
“I am thrilled that Lisa and Dirk decided to join RBC Wealth Management,” said Southern California Complex Director Marcel TenBerge. “Clients come to them during pivotal moments in their life—whether it’s liquidity events or preparing for retirement. This team takes a comprehensive approach to wealth planning, and is excited to leverage the RBC Wealth Management platforms to take their client service to the next level.”
RBC Wealth Management continues to grow its presence across the country. The La Jolla branch recently welcomed Financial Advisor Damon Couch, who also joined last month from Bank of America Private Bank.
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/en-us.
Riham Feshir, RBC Wealth Management, 952-529-6256, riham.feshir@rbc.com
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.