MINNEAPOLIS, Minnesota (May 24, 2017) – RBC Wealth Management, one of the nation’s largest full-service wealth management firms, recently welcomed a new financial advisor in Houston, according to Jeb Bundock, Director of the Houston complex and Ed Neuhaus, Director of the Houston Center branch.
Kevin Roberts, CEP®, Senior Vice President – Financial Advisor, Corporate and Executive Services, joins RBC from Morgan Stanley. Roberts has 20 years of industry experience and manages $309 million in assets, with production of $1.4 million. Also joining RBC with Roberts is Erika Rivera, Senior Business Associate.
“I decided to join RBC Wealth Management because of all of the global resources available to my clients, as well as the client-first culture,” said Roberts.
“RBC Wealth Management is thrilled to welcome Kevin to the firm,” said Bundock. “He works tirelessly to help his clients with their wealth management needs, and is well-respected in the local Houston community.”
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.