{"id":29777,"date":"2026-10-09T13:58:00","date_gmt":"2026-10-09T17:58:00","guid":{"rendered":"https:\/\/www.rbcwealthmanagement.com\/en-us\/?post_type=rbcwm_newsroom&#038;p=29777"},"modified":"2026-10-09T13:58:01","modified_gmt":"2026-10-09T17:58:01","slug":"rbc-wealth-management-welcomes-two-financial-advisors-overseeing-2-billion-in-assets","status":"publish","type":"rbcwm_newsroom","link":"https:\/\/www.rbcwealthmanagement.com\/en-us\/newsroom\/2026-10-09\/rbc-wealth-management-welcomes-two-financial-advisors-overseeing-2-billion-in-assets","title":{"rendered":"RBC Wealth Management welcomes two financial advisors overseeing $2 billion in assets"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\"><strong>SAN DIEGO<\/strong> <strong>(September 22, 2026) <\/strong>\u2014 RBC Wealth Management\u2013U.S. is excited to welcome two financial advisors who joined the La Jolla, California branch earlier this month.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Lisa Behun joins as a Financial Advisor, Managing Director<\/li>\n\n\n\n<li>Dirk Harris joins as a Financial Advisor, Senior Vice President<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">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.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">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\u2019 wealth and providing forward-thinking guidance.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">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.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u201cI am thrilled that Lisa and Dirk decided to join RBC Wealth Management,\u201d said Southern California Complex Director Marcel TenBerge. \u201cClients come to them during pivotal moments in their life\u2014whether it\u2019s 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.\u201d\u00a0<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">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.<\/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 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\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\/en-us<\/a>.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Media contact<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Riham Feshir, RBC Wealth Management, 952-529-6256,&nbsp;<a href=\"mailto:riham.feshir@rbc.com\">riham.feshir@rbc.com<\/a>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>RBC Wealth Management-U.S. welcomed two financial advisors who joined the La Jolla, California branch earlier this month.<\/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-29777","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) - 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