{"id":1261,"date":"2021-05-09T00:00:00","date_gmt":"2021-05-09T00:00:00","guid":{"rendered":"https:\/\/www.rbcwealthmanagement.com\/en-us\/newsroom\/2021-05-09\/460m-team-joins-rbc-wealth-management-in-wellesley\/"},"modified":"2023-10-03T12:36:58","modified_gmt":"2023-10-03T16:36:58","slug":"460m-team-joins-rbc-wealth-management-in-wellesley","status":"publish","type":"rbcwm_newsroom","link":"https:\/\/www.rbcwealthmanagement.com\/en-us\/newsroom\/2021-05-09\/460m-team-joins-rbc-wealth-management-in-wellesley","title":{"rendered":"$460M team joins RBC Wealth Management in Wellesley"},"content":{"rendered":"<p>WELLESLEY, Mass. (May 5, 2021) \u2013 The Heald Wealth Management Group recently joined RBC Wealth Management\u2019s 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.<\/p> <p>The Heald Wealth Management Group is composed of:<\/p> <ul class=\"list-links\"> <li>Timothy Heald, Senior Vice President \u2013 Financial Advisor, who has over 24 years of experience in the financial services industry<\/li> <li>Andrew Heald, Senior Vice President \u2013 Financial Advisor, who has over 20 years of experience<\/li> <li>Elyse Slotnick, Senior Client Associate, who has over 25 years of experience<\/li> <\/ul> <p>&nbsp;\u201cThe Wellesley branch has grown consistently over the past five years as we\u2019ve continued to attract talented, high-quality teams like the Heald Wealth Management Group to the firm,\u201d said David Milowe, director of RBC Wealth Management\u2019s Wellesley branch. \u201cThe Heald team brings top-tier service to every one of their clients and are very active in their local community. They\u2019re an excellent fit for RBC.\u201d<\/p> <p>\u201cWe 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,\u201d the team said. \u201cThe firm\u2019s global financial strength and stability, coupled with its unique, advisor-friendly culture, make it the right place for our team and our clients.\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>WELLESLEY, Mass. (May 5, 2021) \u2013 The Heald Wealth Management Group recently joined RBC Wealth Management\u2019s 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: Timothy Heald, Senior Vice President [&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-1261","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>$460M team joins RBC Wealth Management in Wellesley - RBC Wealth Management<\/title>\n<meta name=\"description\" content=\"WELLESLEY, Mass. 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