DENVER (October 25, 2019) – RBC Wealth Management, one of the nation’s largest full-service wealth management firms, recently welcomed a new team to its Denver branch, according to Dan Ball, director of the firm’s Denver complex.
The Santangelo Group is composed of Jay Paul Santangelo, CIMA, Senior Vice President – Financial Advisor, who has 30 years of industry experience; Pasha Ghaemi, Associate Vice President – Financial Advisor, who has 5 years of experience; Foster Manierre, Financial Advisor, who has 6 years of experience; and Registered Client Associate Kali McFarland. The team manages approximately $246 million in assets and comes to RBC Wealth Management from Merrill Lynch.
“RBC Wealth Management has a long-standing reputation for putting the needs of clients above all,” Santangelo said. “The firm’s unique culture, along with the financial stability and resources of global leader RBC, make it a great place for us to continue to grow our business.”
“We are thrilled to welcome the Santangelo Group to our Denver office,” Ball said. “They share our client-first approach and take the time to understand their clients’ individual goals so that they can develop comprehensive plans to address specific preferences and 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.
Tim Nelson, RBC Wealth Management, 612-371-2239, or Tim.email@example.com
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