RBC Wealth Management adds $2B team and new office in suburban Chicago

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LAKE FOREST, Ill. (April 29, 2021) – A team of financial advisors today joined RBC Wealth Management’s newly opened Lake Forest branch, managing approximately $2 billion in assets and specializing in financial planning and asset management for high-net-worth retirees.

The Paulson Holman Gatto Group comes to RBC from Merrill Lynch and includes:

  • Thomas A. Paulson, Managing Director – Financial Advisor, who has 33 years of experience
  • William “Tuck” Holman, CRPC®, Managing Director – Financial Advisor, who has 26 years of experience
  • Steven E. Gatto, CFP®, Senior Vice President – Financial Advisor, who has 19 years of experience
  • Charles S. O’Neil, CRPC®, Associate Vice President – Senior Financial Associate, who has 5 years of experience
  • Nadine E. Haufe, CRPC®, Associate Vice President – Senior Financial Associate, who has 14 years of experience
  • Kristie A. Manheim, CRPC®, Associate Vice President – Senior Financial Associate, who has 9 years of experience
  • Cynthia Mariscal, Senior Registered Client Associate, who has 4 years of experience
  • Abra Alscher, Client Associate, who has 5 years of experience

“We are excited to move our business to RBC Wealth Management, where the products, tools and integrated technology platform will allow us to best serve our clients and grow our practice,” Paulson said. “It is also a great fit for our team culturally, and the continued investments RBC is making in its digital capabilities are impressive.”

“The amount of time and detail this team dedicated to the due diligence process showed me how much they truly care about their clients and what a great fit they’d be for RBC,” said Justin Ferdula, Chicago complex director. “This is a group of true professionals who do an impeccable job for their clients, and we are thrilled to welcome them to the firm.”

About RBC Wealth Management – U.S.

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.

Media Contact

Hannah Pederson, RBC Wealth Management, 612-371-2365, hannah.pederson@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.