MINNEAPOLIS, Minnesota (January 17, 2019) – RBC Wealth Management, one of the nation’s largest full-service wealth management firms, recently welcomed a new mother/daughter financial advisor team in the Chevy Chase office, according to Warren Bischoff, director of the Washington DC complex.
The Stewart Team is comprised of Susan Stewart, CPM®, senior vice president – financial advisor, who joins with 20 years of industry experience, and Taylor Stewart, CFP®, financial advisor, who has 5 years of experience. They manage more than $150 million in assets and join from Merrill Lynch.
“After careful thought and consideration, we 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 the Stewart Team. “In addition, RBC Wealth Management is known for integrity, corporate responsibility and commitment to diversity, which is what we were looking for in a firm.”
“We are thrilled to welcome the Stewart Group to RBC Wealth Management,” said Bischoff. “Susan and Taylor are known for their client-first approach and as a mother/daughter team, have the unique ability to understand the goals and needs of all generations and develop comprehensive strategies to meet those goals.”
Susan grew up in Bucks County and holds both a Bachelor’s degree in Political Science from Ursinus College and a Juris Doctorate from The Dickinson School of Law at Pennsylvania State University. While attending Dickinson law school, she was the Head Women’s Lacrosse and Assistant Women’s Basketball Coach at Dickinson College. A talented field hockey, basketball, and lacrosse player, Susan is a member of her high school and college halls of fame and played on the U.S. Women’s Lacrosse Team.
Taylor joined the Stewart Group in 2014. Following graduation from University of Wisconsin-Madison, where she earned a Bachelor’s degree in Political Science, Taylor worked as the assistant to the Chief Financial Officer of the Democratic National Committee. She grew up in Washington, D.C. and resides in Arlington, VA.
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 $344 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.