{"id":28211,"date":"2026-07-23T11:09:07","date_gmt":"2026-07-23T15:09:07","guid":{"rendered":"https:\/\/www.rbcwealthmanagement.com\/en-us\/?post_type=rbcwm_newsroom&#038;p=28211"},"modified":"2026-07-23T11:21:09","modified_gmt":"2026-07-23T15:21:09","slug":"rbc-wealth-management-attracts-1-6-billion-advisor-team-in-dallas","status":"publish","type":"rbcwm_newsroom","link":"https:\/\/www.rbcwealthmanagement.com\/en-us\/newsroom\/2026-07-23\/rbc-wealth-management-attracts-1-6-billion-advisor-team-in-dallas","title":{"rendered":"RBC Wealth Management attracts $1.6 billion advisor team in Dallas"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\"><strong>DALLAS, TX (July 17, 2026)<\/strong> \u2014 RBC Wealth Management\u2013U.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 &amp; Company, previously overseeing nearly $1.6 billion in client assets.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The KPM Wealth Advisory Group includes:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Donald Kinsey, Managing Director \u2013 Financial Advisor<\/li>\n\n\n\n<li>Travis Moss, Managing Director \u2013 Financial Advisor<\/li>\n\n\n\n<li>Matthew Pickett, Managing Director \u2013 Financial Advisor<\/li>\n\n\n\n<li>Shawn Ezzo \u2013 Senior Financial Associate<\/li>\n\n\n\n<li>Stephanie Mareth \u2013 Senior Financial Associate<\/li>\n\n\n\n<li>Jacob Gross \u2013 Client Associate<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">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.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">&#8220;I am thrilled to have this team join our Dallas office,\u201d said Courtney Duphorne, Texas North Complex Director at RBC Wealth Management. \u201cThe 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.\u201d<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The KPM Wealth Advisory Group said their decision to join RBC Wealth Management was driven by the firm&#8217;s resources and capabilities suited to serve the team&#8217;s complex, sophisticated client base. RBC Wealth Management\u2019s 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.<\/p>\n\n\n\n<h3 id=\"h-about-rbc-wealth-management-u-s\" class=\"wp-block-heading\"><strong>About RBC Wealth Management\u2013U.S.<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">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\u2019s 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 <a href=\"http:\/\/www.rbcwealthmanagement.com\/en-us\/\">rbcwm.com<\/a>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<h3 id=\"h-media-contact\" class=\"wp-block-heading\">Media Contact <\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Brittany McCabe, RBC Wealth Management, <a href=\"mailto:riham.feshir@rbc.com\">brittany.mccabe@rbc.com<\/a>, 612-209-4483<\/p>\n","protected":false},"excerpt":{"rendered":"<p>DALLAS, TX (July 17, 2026) \u2014 RBC Wealth Management\u2013U.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 &amp; Company, previously overseeing nearly $1.6 billion in client assets. The KPM Wealth Advisory Group includes: The KPM Wealth Advisory Group has worked [&hellip;]<\/p>\n","protected":false},"author":201,"featured_media":0,"template":"","meta":{"_acf_changed":false,"editor_notices":[],"rbc_url_alias":"","footnotes":""},"rbcwm_solution":[],"rbcwm_newsroom_category":[46],"class_list":["post-28211","rbcwm_newsroom","type-rbcwm_newsroom","status-publish","hentry","rbcwm_newsroom_category-recruiting"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.5 (Yoast SEO v27.6) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>RBC Wealth Management attracts $1.6 billion advisor team in Dallas - RBC Wealth Management<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.rbcwealthmanagement.com\/en-us\/newsroom\/2026-07-23\/rbc-wealth-management-attracts-1-6-billion-advisor-team-in-dallas\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"RBC Wealth Management attracts $1.6 billion advisor team in Dallas\" \/>\n<meta property=\"og:description\" content=\"DALLAS, TX (July 17, 2026) \u2014 RBC Wealth Management\u2013U.S. is pleased to announce the addition of the KPM Wealth Advisory Group to its Dallas Branch. 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