{"id":28337,"date":"2026-07-31T11:21:27","date_gmt":"2026-07-31T15:21:27","guid":{"rendered":"https:\/\/www.rbcwealthmanagement.com\/en-us\/?post_type=rbcwm_newsroom&#038;p=28337"},"modified":"2026-07-31T11:21:29","modified_gmt":"2026-07-31T15:21:29","slug":"rbc-wealth-management-attracts-1-5-billion-team-in-south-florida","status":"publish","type":"rbcwm_newsroom","link":"https:\/\/www.rbcwealthmanagement.com\/en-us\/newsroom\/2026-07-31\/rbc-wealth-management-attracts-1-5-billion-team-in-south-florida","title":{"rendered":"RBC Wealth Management attracts $1.5 billion team in South Florida"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\"><strong>PALM BEACH GARDENS, Florida, July 29, 2026<\/strong> \u2014 RBC Wealth Management\u2013U.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.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The seven-person team includes:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>James \u201cTrey\u201d Mahoney III \u2013 Managing Director, Financial Advisor<\/li>\n\n\n\n<li>Peter Foley Jr. \u2013 Managing Director, Financial Advisor<\/li>\n\n\n\n<li>Justin Warzala, CFP\u00ae \u2013 Senior Vice President, Financial Advisor<\/li>\n\n\n\n<li>Lori DeJesus \u2013 Senior Business Associate<\/li>\n\n\n\n<li>Will Garrett \u2013 Investment Associate<\/li>\n\n\n\n<li>Paula Echeverry \u2013 Registered Client Associate<\/li>\n\n\n\n<li>Thomas Cooper \u2013 Client Associate<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">The Focus Wealth Management team combines expertise in portfolio management and wealth planning.The team\u2019s 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.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u201cThe Focus Wealth Management group is exactly the kind of team RBC Wealth Management was built for,\u201d said Florida Complex Director Ken Ross. \u201cThey were looking for direct access to local leadership and a culture where the client always comes first. That\u2019s precisely what we offer.\u201d<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">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.<\/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. <em>&nbsp;<\/em>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.rbcwm.com\/\">rbcwm.com\/en-us<\/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\"><strong>For more information, contact:<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Riham Feshir, RBC Wealth Management<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><a href=\"mailto:riham.feshir@rbc.com\">riham.feshir@rbc.com<\/a><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">952-529-6256<\/p>\n","protected":false},"excerpt":{"rendered":"<p>PALM BEACH GARDENS, Florida, July 29, 2026 \u2014 RBC Wealth Management\u2013U.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: The Focus Wealth Management team combines expertise in portfolio management and wealth planning.The [&hellip;]<\/p>\n","protected":false},"author":15,"featured_media":0,"template":"","meta":{"_acf_changed":false,"editor_notices":[],"rbc_url_alias":"","footnotes":""},"rbcwm_solution":[],"rbcwm_newsroom_category":[46],"class_list":["post-28337","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 v28.4) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>RBC Wealth Management attracts $1.5 billion team in South Florida - 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\/2026-07-31\/rbc-wealth-management-attracts-1-5-billion-team-in-south-florida\" \/>\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 $1.5 billion team in South Florida\" \/>\n<meta property=\"og:description\" content=\"PALM BEACH GARDENS, Florida, July 29, 2026 \u2014 RBC Wealth Management\u2013U.S. today welcomed a new team in the Palm Beach Gardens branch. 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