COLORADO SPRINGS, Colorado (September 09, 2019) – RBC Wealth Management, one of the nation’s largest full-service wealth management firms, recently welcomed a new team to its Colorado Springs office, according to Dan Ball, director of the firm’s Denver complex.
The Pann/DeYoung Wealth Management Group is composed of Scott Pann, Senior Vice President – Financial Advisor, who has 33 years of experience and Donnie DeYoung, Senior Vice President – Financial Advisor, who has 31 years of experience. The team manages approximately $325 million in client assets and joins RBC from UBS.
“We were looking for a firm with sophisticated planning tools, a broad investment platform and the ability to create truly customized solutions for clients,” Pann and DeYoung said. “After careful consideration, we decided to join RBC because we believe it is the best fit for us and for the corporate executives, retirees and entrepreneurs we serve.”
“Scott and Donnie are great additions to our Colorado Springs branch,” Ball said. “They are thoughtful, well-respected industry professionals who place an incredible amount of value into developing deep client relationships and developing comprehensive wealth management plans to meet the individual needs of their clients.”
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 $384 billion in total client assets with more than 1,900 financial advisors operating in 170 locations in 42 states.
Nicole Garrison, RBC Wealth Management, 612-371-2999, nicole.garrison@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.