The Heller Stieffel & Noto Wealth Management team, led by Mark H. Heller, Diana Dalton Stieffel, and Andrew B. Noto, has joined RBC Wealth Management, bringing approximately $1.2B in client assets from UBS. The move represents a significant moment for the Louisiana wealth-management landscape and reflects a thoughtful, client-first decision about how best to serve families for decades to come.
A Long-Standing Commitment to Clients and a Vision for the Future
Mark, Diana, and Andrew share deep roots in the New Orleans community and decades of experience advising high-net-worth individuals, families, and business owners. Over the years, they built a practice defined by integrity, clarity, and an unwavering commitment to putting clients first.
As the wealth-management industry continued to evolve, so did the team’s perspective on what their clients – and the next generation of their business – truly needed. They came to recognize that a transition would only make sense if the next firm offered something meaningfully better: a platform that elevated the client experience, a culture that aligned with their values, and a place where Andrew, as their rising next-gen partner, could build a long and fulfilling career.
Why RBC Wealth Management
After extensive evaluation, RBC emerged as the clear choice: a firm with the brand strength, financial stability, and advisor-first culture that aligned perfectly with the team’s long-term goals.
They saw RBC as a class of one:
- A firm with an impeccable reputation and global financial strength.
- A depth of resources matched by an equally exceptional caliber of people.
- A flat organizational structure that removes unnecessary layers of management, giving advisors direct access to firm leadership.
- A culture reminiscent of the Morgan Keegan environment, which Diana valued earlier in her career.
- And a level of commitment that was unmistakable, including RBC’s decision to open its first office in the region specifically for this team—a move the firm makes very selectively.
For Mark, Diana, and Andrew, RBC was not more of the same. It represented the right legacy for their clients, their business, and their next generation.
Diamond Consultants’ Role
Diamond Consultants has had a relationship with Mark for more than a decade—one rooted not in active exploration, but in mutual respect, industry curiosity, and candid dialogue. Mark has long been a devoted student of the business, someone who welcomed insights, sought out objective perspective, and maintained a deep intellectual curiosity about the evolving industry landscape and the challenges advisors face.
When the team reached an inflection point, our role was to help translate years of conversation and deep understanding of the team’s business and priorities into clarity and direction. We helped the partners articulate what “better” truly meant from a client and legacy perspective, identify the few firms that met their high standards, and guide them through a process rooted in alignment and long-term thinking.
Throughout each stage, we served as strategic partners offering perspective, structure, and continuity as the team evaluated its options and ultimately chose RBC as the firm best positioned to support their vision for the future.
Diamond Consultants is honored to have supported the Heller Stieffel & Noto team in this thoughtful and strategic transition. We look forward to all that lies ahead as they continue to serve clients with integrity, intention, and deep community commitment.
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More About this Transition….
- RBC Wealth Management Poaches $1.2B UBS Team
- RBC Expands in Louisiana, Hiring UBS Team That Managed $1.2 Billion
- UBS Team Managing $1.2 Billion Skips to RBC In Louisiana