HARTFORD, Connecticut (October 7, 2019) – RBC Wealth Management, one of the nation’s largest full-service wealth management firms, recently welcomed a new team to its Hartford office, according to Aaron Scott, director of the firm’s Hartford complex.
MC Wealth Solutions Group is composed of David Mozeleski, Senior Vice President – Financial Advisor, who has 23 years of industry experience; Susan Chatfield, Senior Vice President – Financial Advisor, who has 24 years of experience; and James Scheide, Senior Registered Client Associate. The team manages approximately $253 million in client assets and joins RBC from Merrill Lynch.
“After careful consideration, we decided to join RBC Wealth Management because the firm has a smaller, boutique-firm culture, coupled with the backing of a global financial leader,” Mozeleski said. “Additionally, RBC has a strong reputation of putting the needs of clients first, which is very important to our team.”
“We are continuing to attract the very best advisors to our Hartford complex,” Scott said. “MC Wealth Solutions Group is incredibly talented, and they constantly strive to deliver top-tier service to 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, 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.