RBC Wealth Management attracts $1.5 billion team in South Florida

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PALM BEACH GARDENS, Florida, July 29, 2026 — RBC Wealth Management–U.S. today welcomed a new team in the Palm Beach Gardens branch. The Focus Wealth Management team was previously at UBS overseeing about $1.5 billion in client assets.

The seven-person team includes:

  • James “Trey” Mahoney III – Managing Director, Financial Advisor
  • Peter Foley Jr. – Managing Director, Financial Advisor
  • Justin Warzala, CFP® – Senior Vice President, Financial Advisor
  • Lori DeJesus – Senior Business Associate
  • Will Garrett – Investment Associate
  • Paula Echeverry – Registered Client Associate
  • Thomas Cooper – Client Associate

The Focus Wealth Management team combines expertise in portfolio management and wealth planning.The team’s clientele includes business owners, and high-net-worth and ultra-high-net-worth families who seek a thoughtful approach to wealth transfer and exit strategies.

“The Focus Wealth Management group is exactly the kind of team RBC Wealth Management was built for,” said Florida Complex Director Ken Ross. “They were looking for direct access to local leadership and a culture where the client always comes first. That’s precisely what we offer.”

The team joins RBC Wealth Management at an exciting time where a growing number of capabilities are dedicated to the ultra-high-net-worth segment. The Focus Wealth Management group is excited to tap into these resources that will help serve their clients in new ways.

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 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/en-us.

Media Contact

For more information, 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.