{"id":1257,"date":"2021-04-28T00:00:00","date_gmt":"2021-04-28T00:00:00","guid":{"rendered":"https:\/\/www.rbcwealthmanagement.com\/en-us\/newsroom\/2021-04-28\/rbc-wealth-management-adds-2b-team-and-new-office-in-suburban-chicago\/"},"modified":"2023-10-03T12:36:57","modified_gmt":"2023-10-03T16:36:57","slug":"rbc-wealth-management-adds-2b-team-and-new-office-in-suburban-chicago","status":"publish","type":"rbcwm_newsroom","link":"https:\/\/www.rbcwealthmanagement.com\/en-us\/newsroom\/2021-04-28\/rbc-wealth-management-adds-2b-team-and-new-office-in-suburban-chicago","title":{"rendered":"RBC Wealth Management adds $2B team and new office in suburban Chicago"},"content":{"rendered":"<p>LAKE FOREST, Ill. (April 29, 2021) \u2013 A team of financial advisors today joined RBC Wealth Management\u2019s newly opened Lake Forest branch, managing     approximately $2 billion in assets and specializing in financial planning and asset management for high-net-worth     retirees.<\/p> <p>The Paulson Holman Gatto Group comes to RBC from Merrill Lynch and includes:<\/p>  <div class=\"wp-block-group col-lg-12 spacer-40 is-layout-flow wp-block-group-is-layout-flow\">  <ul class=\"list-links wp-block-list\">     <div class=\"col-md-6\">         <li>Thomas A. Paulson, Managing Director \u2013 Financial Advisor, who has 33 years of experience<\/li>         <li>William \u201cTuck\u201d Holman, CRPC<sup>\u00ae<\/sup>, Managing Director \u2013 Financial Advisor, who             has 26 years of experience<\/li>         <li>Steven E. Gatto, CFP<sup>\u00ae<\/sup>, Senior Vice President \u2013 Financial Advisor, who has 19 years of             experience<\/li>         <li>Charles S. O\u2019Neil, CRPC<sup>\u00ae<\/sup>, Associate Vice President \u2013 Senior Financial Associate,             who has 5 years of experience<\/li>     <\/div>     <div class=\"col-md-6\">         <li>Nadine E. Haufe, CRPC<sup>\u00ae<\/sup>, Associate Vice President \u2013 Senior Financial Associate, who has             14 years of experience<\/li>         <li>Kristie A. Manheim, CRPC<sup>\u00ae<\/sup>, Associate Vice President \u2013 Senior Financial Associate, who             has 9 years of experience<\/li>         <li>Cynthia Mariscal, Senior Registered Client Associate, who has 4 years of experience<\/li>         <li>Abra Alscher, Client Associate, who has 5 years of experience<\/li>     <\/div> <\/ul>  <\/div>  <p>\u201cWe 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,\u201d Paulson said. \u201cIt is     also a great fit for our team culturally, and the continued investments RBC is making in its digital capabilities     are impressive.\u201d<\/p> <p>\u201cThe 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\u2019d be for RBC,\u201d said Justin Ferdula, Chicago complex     director. \u201cThis is a group of true professionals who do an impeccable job for their clients, and we are     thrilled to welcome them to the firm.\u201d<\/p>  <h4 class=\"wp-block-heading has-text-align-left\" >About RBC Wealth Management \u2013 U.S.<\/h4>  <p>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. <\/p>  <h4 class=\"wp-block-heading has-text-align-left\" >Media Contact<\/h4>  <p>Hannah Pederson, RBC Wealth Management, 612-371-2365, <a href=\"mailto:hannah.pederson@rbc.com\" class=\"link-email\">hannah.pederson@rbc.com<\/a><\/p>","protected":false},"excerpt":{"rendered":"<p>LAKE FOREST, Ill. (April 29, 2021) \u2013 A team of financial advisors today joined RBC Wealth Management\u2019s 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, [&hellip;]<\/p>\n","protected":false},"author":0,"featured_media":0,"template":"","meta":{"_acf_changed":false,"editor_notices":[],"rbc_url_alias":"","footnotes":""},"rbcwm_solution":[],"rbcwm_newsroom_category":[46],"class_list":["post-1257","rbcwm_newsroom","type-rbcwm_newsroom","status-publish","hentry","rbcwm_newsroom_category-recruiting"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v24.8 (Yoast SEO v26.8) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>RBC Wealth Management adds $2B team and new office in suburban Chicago - RBC Wealth Management<\/title>\n<meta name=\"description\" content=\"LAKE FOREST, Ill. 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