GREEN BAY, Wisc. (Jan. 20, 2022) – RBC Wealth Management today welcomed an experienced team to its Green Bay branch with approximately $327 million in client assets.
The Bay Area Wealth Management Group comes to RBC Wealth Management from J.P. Morgan and includes:
“We are excited to join RBC Wealth Management for its culture and reputation as a firm that provides its financial advisors with the tools and resources to deliver customized plans for clients,” Knutson said.
“Lisa, Jessica and Karen are extremely talented and committed to building strong client relationships based on trust and personalized service, which is a great fit for our client-first culture,” said Doug Artus, Milwaukee Complex director. “We are thrilled to welcome them to RBC Wealth Management.”
A team photo is available here . Left to right: Jessica Alcorn, Lisa Knutson, Karen Ploof
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 $542 billion in total client assets with more than 2,100 financial advisors operating in 182 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.