MINNEAPOLIS, Minnesota (January 25, 2018) – RBC Wealth Management, one of the nation’s largest full-service wealth management firms, recently welcomed a new financial advisor in the San Jose, CA office, according to Michael Schipper, director of the Northern California complex.
Carlton Pace, managing director – financial advisor, joins with 26 years of industry experience. He manages approximately $200 million in client assets and joins RBC from Wells Fargo Advisors. Pace is a CERTIFIED FINANCIAL PLANNER™ Professional, one of the financial industry’s most rigorous and in-depth certifications. He has also completed the Certified Investment Management Analyst® designation through the Investment Management Consultant’s Association at the University of Pennsylvania’s prestigious Wharton School. Accompanying Pace is Lisa Ball, registered client associate and industry veteran.
“After careful consideration of several firms, it was RBC Wealth Management’s fierce focus on the client/advisor relationship that attracted me to the firm. The small firm culture backed by a strong, global leader provides the best of both worlds for my clients,” said Pace.
“We are so proud to welcome Carlton and Lisa as our new partners in our San Jose office,” said Schipper. “They are known for their strong work ethic, sound financial principles and disciplined investment programs, and they take pride in providing a high level of personalized service to clients. I welcome the opportunity to engage with all advisors of Carlton’s caliber as we continue our rapid growth in Northern California.”
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 $323 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.