MINNEAPOLIS, Minnesota (November 2, 2018) – RBC Wealth Management, one of the nation’s largest full-service wealth management firms, recently recruited a new team in Palm Beach Gardens, FL, according to Kirstin Turner, director of the Florida complex.
The Nearing Wealth Management Group is comprised of Gordon Nearing, CFP®, CIMA, CPWA, senior vice president – financial advisor, who joins with 39 years of industry experience; Pamela Dallas, associate vice president – financial advisor, who joins with three years of experience; Nicole Molieneux, senior registered client associate; and Kelly Tullidge, client associate. The team manages more than $230 million in client assets and joins RBC from Merrill Lynch.
“We decided to make the move to RBC Wealth Management because of its strong reputation for acting with integrity, corporate responsibility and overall fiscal stewardship,” said Nearing.
“We are proud to welcome the Nearing Wealth Management Group to our rapidly growing Florida complex,” said Turner. “Gordon, Pamela and the team take pride in developing deep client relationships that span generations, and develop comprehensive wealth management strategies to help them navigate throughout their lives.”
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.