MINNEAPOLIS, Minnesota (July 19, 2018) – RBC Wealth Management, one of the nation’s largest full-service wealth management firms, recently welcomed three new financial advisors in the Florham Park office, according to Steve Ornstein, director of the North Jersey complex.
Michael Gee, CIMA, CPM, senior vice president – financial advisor, joins with 32 years of industry experience, Andrea Savva, vice president – financial advisor has 20 years of experience, and Raymond Lee, CFP, CIMA, CRPC, CPM, vice president – financial advisor, joins with 12 years. Also joining is Eric Woo, senior business associate. Together they manage approximately $190 million in client assets and join RBC from Merrill Lynch.
“We decided to join RBC Wealth Management because our clients will have access to the global resources of one of North America’s most successful, diversified financial services companies—RBC—but with a smaller, client-first culture,” said Gee.
“We are excited to welcome Michael, Andrea and Raymond to our Florham Park office,” said Ornstein. “They are incredibly well-respected in the area and are known for diligently working to provide their clients with comprehensive wealth management plans designed to meet their unique needs.”
RBC Wealth Management’s Florham Park office recently moved to a new, renovated location at 200 Park Avenue with more than 53,000 square feet, making it one of the firm’s largest offices in the U.S.
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 $336 billion in total client assets with approximately 1,800 financial advisors operating in 200 locations in 42 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.