Branch has doubled in size since January
PALM DESERT, California (June 6, 2016) – RBC Wealth Management, one of the nation’s largest full-service securities firms, recently welcomed Sanya Mulhern, CFP®, CRPC®, senior vice president – financial advisor to the Palm Desert office, according to Ryan Wilson, director of the Palm Desert branch.
Mulhern joins RBC Wealth Management from Merrill Lynch and has 12 years of industry experience. She has assets under management of more than $150 million and close to one million dollars in production. Prior to entering her career in financial services, Mulhern served eight years in the U.S. Army Reserves as a Russian linguist in the intelligence arena. Also joining with Mulhern is Courtney Taylor, senior registered client associate.
“We are thrilled to welcome Sanya to RBC Wealth Management, as her commitment to delivering superior client service is a great fit for our firm’s culture,” said Wilson. “Her industry experience and knowledge will help the Palm Desert branch grow and continue to provide the high level of service to which our clients are accustomed.”
Additionally, in January, the Palm Desert office welcomed the Prentice Group, comprised of Financial Advisors Tom Prentice, CRPC®, and Young Chung, CRPC®, ChFC®.
RBC closed its acquisition of California-based City National Bank in November 2015, which creates a powerful platform for long-term growth in Southern California and the U.S. The combination of the two organizations strengthens each entity and provides a unique opportunity for financial advisors to leverage the capabilities of each to better serve clients.
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 $273 billion in total client assets with 1,900 financial advisors operating in 200 locations in 41 states.
Jonell Lundquist, RBC Wealth Management