Team Joins the Firm with $195 Million in Assets
PLANO, Texas (January 27, 2015) - RBC Wealth Management – US is expanding its presence in the greater Dallas area with the addition of a well-known team of advisors in Plano.
The Winkler Group joins RBC Wealth Management from UBS Financial Services and is comprised of Financial Advisors James Winkler and Lauren Johnson, and Randi Richardson, client associate. The team has close to $200 million in assets under administration and $1.3 million in production. Winkler brings 34 years of industry experience to RBC Wealth Management and Johnson has been in the industry for 12 years.
“We’re excited to welcome James and Lauren to RBC Wealth Management, as their commitment to delivering superior client service is a great fit for our firm’s culture,” said Greg Hornok, Plano branch director. “Thanks in part to the recent technology and energy booms, wealth in Texas is growing. As one of the largest full-service brokerage firms in the country, we aim to serve that growing market by bringing on new, talented financial advisors.”
About RBC Wealth Management – U.S.
In the United States, RBC Wealth Management operates as a division of RBC Capital Markets, LLC. Founded in 1909, RBC Capital Markets, LLC. 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 more than $281 billion of assets under administration and nearly 1,900 financial advisors operating in 200 locations in 41 states.
For more information, please contact:
Jonell Lundquist, RBC Wealth Management:
612-371-2239 or firstname.lastname@example.org