The four advisors are joining Pinnacle Financial Partners, which is affiliated with the large broker/dealer, and will serve clients in states that include Virginia, Georgia and the Carolinas.
Julius Baer has closed or sold four offices in the Americas since 2019, but is growing in Brazil, Mexico, Chile and Colombia, where it’s considering acquisitions, strategic alliances and joint ventures.
While some firms slowed growth during the pandemic, RBC's head of recruitment, Kristen Kimmell, landed billions in assets with a net gain in advisors this year that topped rivals.