{"id":991,"date":"2022-01-13T14:00:00","date_gmt":"2022-01-13T14:00:00","guid":{"rendered":"https:\/\/www.rbcwealthmanagement.com\/en-us\/newsroom\/2022-01-13\/rbc-wealth-management-commits-to-growth-in-ohio-with-veteran-team-and-new-branch-in-toledo\/"},"modified":"2023-10-03T12:35:56","modified_gmt":"2023-10-03T16:35:56","slug":"rbc-wealth-management-commits-to-growth-in-ohio-with-veteran-team-and-new-branch-in-toledo","status":"publish","type":"rbcwm_newsroom","link":"https:\/\/www.rbcwealthmanagement.com\/en-us\/newsroom\/2022-01-13\/rbc-wealth-management-commits-to-growth-in-ohio-with-veteran-team-and-new-branch-in-toledo","title":{"rendered":"RBC Wealth Management commits to growth in Ohio with veteran team and new branch in Toledo"},"content":{"rendered":"<p class=\"wp-block-paragraph\"><strong>TOLEDO, Ohio (Jan. 13, 2022)<\/strong> &ndash; RBC Wealth Management is ramping up its presence in Ohio with the addition of a new branch in Toledo and a highly experienced team to anchor the space.<\/p> <p>The TWDS Group joins RBC Wealth Management today from Merrill Lynch with approximately $525 million in client assets.&nbsp;The team includes:<\/p> <ul> <li>Robert Thompson, Senior Vice President &ndash; Branch Director, who has 27 years of industry experience<\/li> <li>David Williams, First Vice President &ndash; Financial Advisor, who has 36 years of experience<\/li> <li>Michael (Mic) Donahue, AAMS&reg;, CRPC&reg;, CPFA, Vice President &ndash; Financial Advisor, who has 28 years of experience<\/li> <li>Debra Sendelbach, Branch Service Manager &ndash; Senior Registered Client Associate, who has 35 years of experience<\/li> <li>Rawanne Smili, Senior Investment Associate, who has 3 years of experience<\/li> <\/ul> <p>The TWDS Group creates customized wealth management strategies for multiple generations of high-net-worth individuals &ndash; physicians, successful business owners, entrepreneurs, corporate executives, retirees, and trade unions.<\/p> <p>&ldquo;Moving to RBC Wealth Management provides us access to global resources, along with a unique, smaller-firm culture,&rdquo; Thompson said. &ldquo;The organization has all the capabilities and resources we need, and shares our focus on creating the best-possible experience for our valued clients.&rdquo;<\/p> <p>The new office in Toledo is one of two RBC Wealth Management branches in Ohio, with the other in Cleveland.<\/p> <p>&ldquo;Expanding to a second location in Ohio is very exciting for our complex and will help us better serve our clients and increase our reach in the state,&rdquo; said Frank Albanese, Great Lakes Complex director. &ldquo;The TWDS Group has a long and successful history in Toledo, and they bring the right experience and energy for our growing presence in this market.&rdquo;&nbsp;<\/p>  <h4 class=\"wp-block-heading has-text-align-left\" ><br \/>About RBC Wealth Management &ndash; 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 $542 billion in total client assets with more than 2,100 financial advisors operating in 182 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\">hannah.pederson@rbc.com<\/a>&nbsp;<\/p>","protected":false},"excerpt":{"rendered":"<p>TOLEDO, Ohio (Jan. 13, 2022) &ndash; RBC Wealth Management is ramping up its presence in Ohio with the addition of a new branch in Toledo and a highly experienced team to anchor the space. The TWDS Group joins RBC Wealth Management today from Merrill Lynch with approximately $525 million in client assets.&nbsp;The team includes: Robert [&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-991","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 v27.5 (Yoast SEO v28.4) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>RBC Wealth Management commits to growth in Ohio with veteran team and new branch in Toledo - RBC Wealth Management<\/title>\n<meta name=\"description\" content=\"TOLEDO, Ohio (Jan. 13, 2022) &ndash; RBC Wealth Management is ramping up its presence in Ohio with the addition of a new branch in Toledo and a highly\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.rbcwealthmanagement.com\/en-us\/newsroom\/2022-01-13\/rbc-wealth-management-commits-to-growth-in-ohio-with-veteran-team-and-new-branch-in-toledo\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"RBC Wealth Management commits to growth in Ohio with veteran team and new branch in Toledo\" \/>\n<meta property=\"og:description\" content=\"TOLEDO, Ohio (Jan. 13, 2022) &ndash; 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