COLORADO SPRINGS, Colorado (October 4, 2019) – RBC Wealth Management, one of the nation’s largest full-service wealth management firms, recently welcomed two new advisors to its Colorado Springs branch, according to Dan Ball, director of the firm’s Denver complex.
Kelly McGrew, Senior Vice President – Financial Advisor, joins with 36 years of industry experience. He manages approximately $209 million in assets and joins RBC Wealth Management from UBS.
“I made the decision to join RBC Wealth Management because of the firm’s client-first, advisor-friendly culture,” McGrew said. “In addition, RBC has a strong leadership team and places an emphasis on taking a comprehensive approach to wealth management, which is important to my clients.”
Also joining from UBS is Richard “Dick” Dodge, Senior Vice President – Financial Advisor, who has 33 years of experience and manages approximately $176 million in assets.
“After careful consideration, I chose to join RBC Wealth Management because of its reputation for integrity, corporate responsibility and overall fiscal stewardship,” Dodge said. “The firm’s focus on client service makes it a great fit for my business.”
“As we continue to grow and attract top financial advisors in Colorado, we are excited to welcome Kelly and Dick to the firm,” Ball said. “They are well-respected in the Colorado Springs area and are known for cultivating strong relationships with clients and for developing and implementing goals-based wealth management strategies to meet clients’ individual needs.”
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, or 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.