MINNEAPOLIS, Minnesota (August 31, 2017) – RBC Wealth Management, one of the nation’s largest full-service wealth management firms, recently welcomed a new financial advisor to the Charlotte branch, according to Chip Anderson, complex director in the southeast headquarters of RBC in Atlanta.
Jared R. Smith, managing director – financial advisor, joins RBC from Wells Fargo Advisors. Smith has more than 15 years of industry experience and manages $145 million in assets with $1.8 million in production. Smith focuses his business on solidifying strong, personal relationships with clients. Also joining RBC with Smith is Rick Ruckart, client associate.
“RBC Wealth Management has an impressive reputation of putting the needs of clients first – and that is exactly how I run my business,” said Smith.
“Jared was extremely thorough when evaluating RBC as a home for his practice,” said Anderson. “It was very evident throughout this process that he is a true professional and advocate for his clients. Jared was pursued by every firm in Charlotte and are honored to have him join our team. We will provide him all the resources he needs to continue to take great care of his clients and maintain his impressive growth rate.”
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 $310 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.