At a glance
- RBC Wealth Management added UBS's five-advisor Nepa/Susco team, including Jennifer Susco and Raymond Nepa.
- Kintra Wealth added six-advisor Great Scott Financial Services from Commonwealth/LPL Financial, including Scott Seymour and L. Edward Price.
- Truist Wealth named Bryan Cram and Jeff Dunn as interim co-heads after Shimna Sameer moved to Truist Consumer Banking and Brian Dowhower left.
Four advisory teams totaling 20 advisors moved to RBC, Kintra, Pinnacle and Modern on Oct. 25, according to Private Wealth Daily.
RBC Wealth Management added UBS's five-advisor Nepa/Susco team, including Jennifer Susco and Raymond Nepa. Kintra Wealth added six-advisor Great Scott Financial Services from Commonwealth/LPL Financial, including Scott Seymour and L. Edward Price. Pinnacle Asset Management added four-advisor Brown, Taylor, Shaw & Associates from Truist Investment Services, including Erin Powers-Westendorf, Jonathan Shaw, Mark Taylor and Darrell Brown. Modern Wealth Management added a five-advisor team from 4thGEN Wealth Management, including Dudley McGee, Corey N. Daniel and Kenneth Levy.
The same-day additions gave advisors a direct comparison: five- and six-advisor groups at RBC and Kintra, four at Pinnacle and five at Modern.
Truist Wealth named Bryan Cram and Jeff Dunn as interim co-heads after Shimna Sameer moved to Truist Consumer Banking and Brian Dowhower left.
Reported by the Features desk from Private Wealth Daily tracking. Published . Updated Oct 28, 2026 · 2:57 p.m. ET. Corrections