Minneapolis, Minnesota (May 2, 2017) – RBC Wealth Management, one of the nation’s largest full-service wealth management firms, recently welcomed three new financial advisors to the Leawood, Kansas office, according to Mark Borcherding, director of the Leawood branch.
The team joins from UBS Financial Services and is comprised of Paul DeBey, senior vice president – financial advisor, who brings more than 32 years of industry experience; Chris Cassaday, vice president – financial advisor, who joins with 32 years of experience; Jeff Bahnson, vice president – financial advisor, with 36 years of experience; and April Emeola, Client Associate. The team manages $262 million in assets under administration and has over $1.7 million in production.
“RBC Wealth Management is proud to welcome this team to our Leawood office,” said Borcherding. “They are industry professionals who excel at developing long-term relationships with their clients, and providing the best possible wealth management solutions to meet their clients’ goals and needs.”
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 $289 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.