WELLESLEY, Mass. (May 5, 2021) – The Heald Wealth Management Group recently joined RBC Wealth Management’s Wellesley office from Wells Fargo, managing approximately $460 million in assets and specializing in retirement income planning and asset management for high-net-worth individuals, families and trusts.
The Heald Wealth Management Group is composed of:
“The Wellesley branch has grown consistently over the past five years as we’ve continued to attract talented, high-quality teams like the Heald Wealth Management Group to the firm,” said David Milowe, director of RBC Wealth Management’s Wellesley branch. “The Heald team brings top-tier service to every one of their clients and are very active in their local community. They’re an excellent fit for RBC.”
“We were looking for a firm with all the resources, tools and support our team needs to service the complex financial needs of our clients, and we found that in RBC Wealth Management,” the team said. “The firm’s global financial strength and stability, coupled with its unique, advisor-friendly culture, make it the right place for our team and our clients.”
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.
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.