MINNEAPOLIS, Minnesota (August 30, 2017) – RBC Wealth Management, one of the nation’s largest full-service wealth management firms, recently welcomed the Georgi Barkley Group to the Pittsburgh office, according to Kenneth M. Ross, senior managing director of the Pittsburgh Complex.
The team is comprised of Bruce Georgi, senior vice president – financial advisor, who joins with 32 years of industry experience, and Gerald Barkley, CFP®, senior vice president – financial advisor, who has 16 years of experience. Together they manage approximately $205 million in client assets with $1.4 million in production. The Georgi Barkley Group joins RBC from Janney Montgomery.
“RBC Wealth Management is well-known for being committed to earning clients’ trust by building lasting relationships and confidence, something vitally important to our team,” said Georgi and Barkley.
“We are thrilled to welcome Bruce and Gerald to our rapidly growing Pittsburgh complex,” said Ross. “Bruce and Gerald are committed to maintaining the highest standards of integrity and professionalism, exactly what we look for in financial advisors at RBC.”
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.