Stillwater, Minnesota (January 26, 2017) – RBC Wealth Management, one of the nation’s largest full-service wealth management firms, recently welcomed a new financial advisor to the Stillwater, Minnesota office, according to Bill Kohn, director of the Stillwater branch.
Greg Lunak, senior vice president – financial advisor, has joined RBC Wealth Management from Merrill Lynch with more than 15 years of industry experience. He manages $164 million in assets under administration and has over $1 million in production.
“RBC Wealth Management is proud to welcome Greg to our Stillwater office,” said Kohn. “We are continuing to attract talented financial advisors to the firm and are privileged to have his strong legacy of service and integrity join RBC Wealth Management.”
In October, the Stillwater branch recruited Thomas Pink, senior vice president – financial advisor, from Wells Fargo Advisors. He joined with more than $154 million in assets and $1 million in production.
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 $279 billion in total client assets with approximately 1,800 financial advisors operating in 200 locations in 40 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.