Erika Wheless

The advisors are based in Florida, while the new executive will oversee the New York tri-state area.

Advisor Antoine Souma, who leads the group, had been with the wirehouse for just four years.

They left Merrill Lynch and Wells Fargo to join their new firm.

The leaders Bowersock Capital Partners were academia-bound before discovering wealth management was their true calling.

Some of the defecting advisors had been long-time advisors at their former wirehouse before making the move.

“If anything, this environment has actually pushed people to complete their credits,” says John Loper, managing director of professional practice for the CFP Board.

They join a growing St. Louis branch that RBC opened in 2018.

One of the certifying organizations has taken a Netflix-like approach to advisor education.

The advisors defected from rivals UBS and Merrill Lynch.

In both moves, fathers brought their children to work as colleagues.