Florham Park, N.J. (March 24, 2021) – A duo of financial advisors recently joined RBC Wealth Management’s Florham Park office, managing roughly $240 million in assets and specializing in holistic, goals-based financial planning for individuals and families.
The Keith, Carr Wealth Management Group joins from Merrill Lynch and is composed of:
“Not only is this team well-known for being extremely talented, high-touch advisors, but they are also very active in the community,” said Steve Ornstein, director of RBC’s North Jersey complex. “The value they place on the client-advisor relationship, as well as their commitment to giving back to their community, make them an excellent fit for the RBC family.”
“When deciding where to move our practice, we didn’t want to choose between small-firm values and large-firm strength and stability,” Keith said. “RBC is the best of both worlds for our team because we have the autonomy to run our practice as we see fit, but we have support whenever we need it.”
The Keith, Carr Wealth Management Group will also be one of the first teams at RBC to transition and open most accounts digitally, using RBC Wealth Management’s newly developed Account Opening & Servicing platform, which creates a paperless and streamlined account opening process for clients.
“During a time when many people continue to operate remotely, we’re grateful to have virtual resources and tools like AOS to bring ease and efficiency to the transition process for our advisors and clients,” Ornstein added.
In the United States, RBC Wealth Management operates as a division of RBC Capital Markets, LLC. Founded in 1909, RBC Wealth Management 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 $463 billion in total client assets with more than 2,000 financial advisors operating in 178 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.