MINNEAPOLIS, Minnesota (October 3, 2018) – RBC Wealth Management, one of the nation’s largest full-service wealth management firms, recently welcomed the Buchan Wealth Management Group to the Syracuse office, according to Erik Hartmann, director of the Rochester, NY complex.
The Buchan Wealth Management Group is led by Grady Buchan, managing director – financial advisor, who has 21 years of industry experience. Also part of the team is Katie Ansonia, senior financial associate. The team manages approximately $195 million in assets and joins from Wells Fargo.
“We were drawn to RBC Wealth Management because it is uniquely positioned as a global leader, backed by a large, well-capitalized and stable financial institution, yet with a smaller, boutique culture,” said Buchan.
“We are proud to welcome Buchan Wealth Management Group to RBC Wealth Management,” said Hartmann. “Grady and the team are incredibly well-respected in the area and are known for their thoughtful and diligent approach to developing the best strategies to meet their clients’ goals. We are thrilled they chose RBC, as our platforms and continued investment in new technology will enable them to provide world-class service to their clients.”
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 $353 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, 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.