MINNEAPOLIS, Minnesota (October 23, 2018) – RBC Wealth Management, one of the nation’s largest full-service wealth management firms, recently recruited a new six person team from Baird in Mequon, WI, according to Doug Artus, director of the Milwaukee complex.
The WE Wealth Management Group is comprised of Paul Westphal, CIMA®, senior vice president – financial advisor; Tyler Briggs, CFP®, AAMS®, first vice president – financial advisor; Blaine Gibson, CFP®, AWMA®, vice president – financial advisor; Olinda Ayala, financial advisor; Paula Burns, senior registered client associate; and Bridget Lee, senior registered client associate. They manage more than $280 million in client assets and join RBC from Baird.
“Our team decided to join RBC Wealth Management because of its strong reputation of always putting clients’ interests first and their family-like culture. Simply stated, we were looking for a great place to work,” said Westphal.
“We felt that RBC Wealth Management was the right place for our team and for our clients because of the enhanced capabilities of a global company, along with the small, boutique feel,” added Briggs.
“The WE Wealth Management Group is incredibly well-respected for their integrity, professionalism and client service,” said Artus. “The team provides comprehensive wealth plans designed to meet their clients’ individual needs and goals.”
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, 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.