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In the News

RBC grabs $350M team from Merrill Lynch

Posted by Wendy Leung

September 18, 2017
By Yueqi Yang

On a long-running recruiting spree, RBC has added a five-people team managing $350 million in assets from Merrill Lynch, according to RBC Phoenix complex director Glen Hatch.

The Swinn Toll Wealth Management Group joined the firm’s Las Vegas branch on August 31. It is comprised of advisors Cason Swinn, husband-and-wife Daniel and Tahirih Toll, and associates Laura Moulin and Ana Bergevin.

Swinn and Daniel Toll both started their careers at Merrill Lynch in 2007, per FINRA BrokerCheck record. Tahirih Toll began hers with Banc of America in 2005, moving to Merrill a year later. The team cited RBC’s corporate culture as a primary reason why they made the move.

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About Wendy Leung

Senior Consultant – Wendy's goal is simple: To leverage a comprehensive understanding of the industry landscape today and forces that will change it tomorrow, to guide advisors to opportunities where they can achieve long-term success for their business, clients and families. Learn more...

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