MINNEAPOLIS, Minnesota (October 29, 2018) – RBC Wealth Management, one of the nation’s largest full-service wealth management firms, recently recruited a new team in Beverly Hills, according to Mike Melton, director of the Southern California complex.
The Ciriello Group is comprised of Nick Ciriello, CIMA®, managing director – financial advisor, who has 18 years of industry experience; Elizabeth Zimmer, associate financial advisor, with three years of experience; and Richard Petrie, senior registered client associate. The team manages approximately $550 million in client assets and joins RBC from Merrill Lynch.
“After careful consideration, our team made the decision to join RBC Wealth Management because of its strong reputation of always acting in the best interests of clients, as well as access to the global resources of RBC,” said Ciriello.
“We are thrilled to welcome the Ciriello Group to our rapidly growing Beverly Hills office,” said Melton. “The team is extremely talented and committed to building strong client relationships based on trust and personalized service, which is a great fit for our client-first culture.”
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.