MINNEAPOLIS, Minnesota (October 10, 2017) – Industry veteran Nate Angelo has joined RBC Wealth Management – U.S. as the firm’s head of Wealth Management Consulting. In this role, Angelo will lead a broad team focused on working with financial advisors and branch leadership to help bring the best of RBC to clients.
“RBC is committed to making investments in both people and technology to provide our valued clients with the trusted service and expertise they deserve,” said Ann Senne, head of the Advice and Solutions Group at RBC Wealth Management – U.S. “As head of Wealth Management Consulting, Nate and his team will work to equip our financial advisors with the in-depth knowledge and best tools to help our clients achieve their financial goals.”
Nate Angelo brings deep sales and national accounts experience from his 11 years with Russell Investments in Seattle. After leaving Russell, he launched his own successful investment management firm, which merged with Columbia River Advisors in 2016. Angelo has extensive experience leading a national sales team and also working directly with clients, helping them integrate fee-based solutions.
RBC Wealth Management is well-positioned to provide the very best personalized advice and counsel through our diverse expertise and deep knowledge of the sophisticated financial needs of our clients,” said Angelo. “I am excited about the opportunity to continue to build and structure the wealth management consulting teams to increase our success in helping financial advisors deliver personalized advice to clients.”
RBC Wealth Management Consultants help financial advisors and their clients identify strategies to accumulate wealth, fund their lifestyle today and in the future, protect what is important to them and leave a lasting legacy. Working with other RBC Wealth Management professionals, the consultants support the firm’s financial advisors in all aspects of the goal-based planning process.
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. For more information about RBC Wealth Management – U.S., visit https://www.rbcwealthmanagement.com/.
Jonell Lundquist, RBC Wealth Management, 612-371-2239 or Jonell.email@example.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.