MINNEAPOLIS, Minnesota (November 26, 2018) – RBC Wealth Management, one of the nation’s largest full-service wealth management firms, recently welcomed a new branch director in the new Walnut Creek office, according to Michael Schipper, director of the Northern California complex.
Sean Phillips has joined RBC Wealth Management from Wells Fargo Advisors with 18 years of industry experience. Phillips will oversee one of RBC’s fastest growing offices in the West. Prior to leading multiple offices in the East Bay for Wells Fargo, Phillips built a $1mm book of business at Merrill Lynch, eventually rising to complex director for the firm in Northwest Florida.
“We are extremely pleased to welcome Sean to RBC Wealth Management and know that he will do a fantastic job taking the East Bay markets to new levels,” said Schipper. “As we continue our explosive growth in Northern California, Sean’s exceptional leadership and recruiting skills will help us attract the very best advisors in this important market.”
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.