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AnalysisAdvisorsThe Advisor's NoteThe Advisor's NoteOpinion

Raymond James adds four-advisor PNC Private Bank team

Kris Morin leads KKM Wealth Partners, joined by Kathleen Koch, Ken Killfoil and Mallory Schmidt.

At a glance

  1. Brown unit added a four-advisor team from PNC Private Bank on Nov. 9, 2026, according to Private Wealth Daily's Moves Wire.
  2. The team also includes Kathleen "K.C."
  3. For advisors already on the Alex.

Raymond James's Alex. Brown unit added a four-advisor team from PNC Private Bank on Nov. 9, 2026, according to Private Wealth Daily's Moves Wire. Kris Morin leads the group, which operates as KKM Wealth Partners.

The team also includes Kathleen "K.C." Koch, Kenneth "Ken" Killfoil and Mallory Schmidt.

For advisors already on the Alex. Brown platform, the group adds a competitor with private-banking relationships.

What this means for Alex. Brown advisors

  1. A ready-made competitor

    KKM Wealth Partners arrives as a four-advisor group already built, not four hires to integrate one by one.

  2. Private-bank expectations

    The team's clients come from a private bank, so they will judge lending, trust and service against that standard.

  3. The group moved whole

    Morin, Koch, Killfoil and Schmidt moved together, so the relationships and the referral habits come as a package.

Reported by The Advisor's Note desk from Private Wealth Daily's Moves Wire. Published . Corrections

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