MINNEAPOLIS, Minnesota (June 29, 2017) – RBC Wealth Management, one of the nation’s largest full-service wealth management firms, welcomes the Great Falls Group to the Chevy Chase, MD office, according to Warren Bischoff, director of RBC Wealth Management’s Washington DC complex.
The Great Falls Group is comprised of Senior Vice President – Financial Advisors Brandt Haring and Joe Smart, and together they join RBC from Morgan Stanley. Haring joins with 29 years of industry experience and Smart with 27. They manage $318 million in assets with almost $2 million in production.
“Both Brandt and Joe are incredibly talented advisors who have spent their careers serving their clients above and beyond the call of duty,” said Bischoff. “They are focused on developing investment strategies tailored to the unique needs of each client. They are truly comprehensive in their wealth management planning, and will be a great fit for RBC Wealth Management.”
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 $294 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.