BALTIMORE (Feb. 20, 2020) – RBC Wealth Management, one of the nation’s largest full-service wealth management firms, recently welcomed a new team to its Baltimore branch, according to Mike Crowell, director of the firm’s Baltimore complex.
The Gounaris Bachmann Group is composed of Daniel Gounaris, CIMA®, Senior Vice President – Financial Advisor, who has 28 years of industry experience; Daniel Bachmann, CFP®, Senior Vice President – Financial Advisor, who has 19 years of experience; Senior Registered Client Associate Denise Fiamingo; and Client Associate Melinda Wise. The team oversees approximately $426 million in client assets and comes to RBC Wealth Management from Merrill Lynch. The team specializes in financial planning and asset management for high-net-worth business owners and professionals.
“After careful thought and consideration, we made the decision to join RBC Wealth Management because of its smaller-firm culture, coupled with access to the global resources of RBC,” Gounaris said. “The firm also has a strong reputation of always acting in the best interests of clients, which is important to us as we continue to build wealth management strategies designed to meet our clients’ needs and goals.”
“We are thrilled to welcome the Gounaris Bachmann Group to RBC Wealth Management,” Crowell said. “Dan and Dan are family-oriented, high-touch advisors who are very engaged with their clients. They are committed to building strong client relationships based on trust and personalized service, which is a great fit for our client-first culture.”
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 2,000 financial advisors operating in 170 locations in 42 states.
Tim Nelson, RBC Wealth Management, 612-371-2239, 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.