FORT LAUDERDALE, Florida (July 16, 2016) – RBC Wealth Management-US, one of the nation’s largest full-service wealth management firms, recently welcomed two new teams to the Fort Lauderdale office, according to Kirstin Turner, director of the Florida complex.
The Haring Group, a father/son financial advisor team, joins RBC Wealth Management from Morgan Stanley. Comprised of William Haring, first vice president – financial advisor, and Bradley Haring, financial advisor, the team has $124 million in assets under management and close to $1 million in production.
Additionally, Scott Ramo, senior vice president – financial advisor, joins RBC Wealth Management from Raymond James/Morgan Keegan. His wife, Valerie Ramo, is joining him as a senior financial associate.Ramo will be joining the CKM Wealth Management Group, already in existence at RBC, which will have combined assets of $300 million and production of approximately $2.4 million.
“We are excited to welcome these two teams RBC Wealth Management,” said Turner. “Their industry knowledge and experience make them great fits, as we grow and expand RBC Wealth Management’s presence in Southern Florida – an important market for the firm.”
Both teams will report to Fort Lauderdale Branch Director Jim Jahnsen.
In the United States, RBC Wealth Management operates as a division of RBC Capital Markets, LLC. Founded in 1909, RBC Capital Markets, LLC. is a member of the New York Stock Exchange, the Financial Industry Regulatory Authority, the Securities Investor Protection Corporation, and other major securities exchanges. RBC Wealth Management has $271 billion in total client assets with 1,900 financial advisors operating in 200 locations in 41 states.
Jonell Lundquist, RBC Wealth Management612-371-2239, Jonell.Lundquist@rbc.com
Investment and insurance products offered through RBC Wealth Management are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment risks, including possible loss of the principal amount invested.