MARIN COUNTY, California (December 9, 2019) – Continuing its rapid growth in Northern California, RBC Wealth Management has added a second team to its newly formed Marin County branch, which opened in September 2019.
The Kelly, Brown & Reilly Wealth Management Group is composed of Stuart Reilly, CRPC®, Senior Vice President – Financial Advisor, who has 33 years of industry experience; Clifton Kelly, Vice President – Financial Advisor, who has 35 years of experience; and Terri Brown, CFP®, Vice President – Financial Advisor, who has 26 years of experience. The team oversees approximately $300 million in assets and comes to RBC Wealth Management from Merrill Lynch. All three team members are longtime Marin County residents.
“We decided to join RBC Wealth Management because of its outstanding reputation as a firm focused on the best possible client experience,” Reilly said. “Our team is deeply rooted in holistic wealth management plans for our clients, and RBC has all of the investment solutions and clear, concise planning we need to lead our clients to success.”
“As we continue to grow in Northern California, we are thrilled to welcome Stu, Cliff and Terri to our Marin County office,” said Michael Schipper, director of the firm’s Northern California complex. “Their team has a fierce focus on the client-advisor relationship and operates with a very entrepreneurial spirit, making them a perfect fit for RBC Wealth Management.”
The Marin County branch is one of seven RBC Wealth Management offices in the Northern California complex. Over past three years, the complex has grown exponentially, opening two new branch locations and adding 33 new advisors, including eight new recruits in the past three months.
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 $389 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.nelson@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.