MINNEAPOLIS, Minnesota (May 22, 2018) – RBC Wealth Management, one of the nation’s largest full-service wealth management firms, recently welcomed the Weissman & Dion Wealth Management Group to the West Palm Beach office, according to Kirstin Turner, director of the Florida complex. The team will move into a new office in Boca Raton when it opens in the fall.
The Weissman & Dion Wealth Management Group is comprised of Gary Weissman, managing director – financial advisor, who has 29 years of industry experience, Eric Dion, first vice president – financial advisor, who has 33 year of experience, Andrea Dellisanti, registered client associate, Peggy Eagles, senior registered client associate, Jonathan Gomez, senior financial associate. The team manages $600 million in assets and joins RBC Wealth Management from Wells Fargo.
“RBC Wealth Management has a strong reputation of financial stability and a focus on putting the needs of clients first,” said Weissman and Dion. “We believe we will be able to continue to provide our clients with all of the products and offerings of a large, global institution but with a small-firm culture.”
“As we continue to grow and attract top financial advisors in Florida, we are excited to welcome the Weissman & Dion Wealth Management Group to the firm,” said Turner. “Gary, Eric and the team are well-respected in the area and are known for cultivating strong relationships with clients and for and developing and implementing goals-based wealth management strategies to meet clients’ individual needs.”
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 $348 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, or 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.