MINNEAPOLIS, Minnesota (November 15, 2017) – RBC Wealth Management, one of the nation’s largest full-service wealth management firms, recently welcomed the Ballantyne – Quiri Investment Group in the Tucson office, according to Richard Schaefer, Director of the Tucson branch.
The Ballantyne – Quiri Investment Group is comprised of Joe Ballantyne, Senior Vice President – Financial Advisor, who joins with 38 years of industry experience, and Stacy Quiri, Associate Vice President – Financial Advisor, who has 10 years of experience. Also joining is Mark Marecek, Client Associate. The team manages approximately $200 million in assets under administration and joins from Wells Fargo Advisors.
“We made the decision to join RBC Wealth Management because the firm has all of the resources, tools and support necessary to service the complex financial needs of our clients,” said Ballantyne.
“We are thrilled to have Joe, Stacy and Mark join our Tucson office,” said Schaefer. “We are continuing to attract successful financial advisors who want to to grow their business and best help clients achieve their financial goals.”
RBC’s Tucson branch also recently recruited the Langer Wealth Management Group to the firm.
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 Management, 612-371-2239, 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.