SAN ANTIONIO, Texas (August 30, 2016) – RBC Wealth Management, one of the nation’s largest full-service securities firms, recently welcomed the Evergreen Group to the San Antonio office, according to Steve Ogle, director of the San Antonio branch. Most of the five financial advisor and two client associate team will operate in RBC’s new Lufkin satellite office, in addition to the office in San Antonio.
The Evergreen Group joins RBC Wealth Management from Morgan Stanley and has more than $1 billion in assets with more than $3.6 million in production. The team in comprised of Phillip Friesen, Managing Director – Financial Advisor who joins with 40 years of industry experience; Chuck Crowson, Senior Vice President - Financial Advisor with 18 years of experience; John Friesen, CFP, CFA, Vice President – Financial Advisor (5); Greg Bowman, CFP, Vice President – Financial Advisor (13); and Josh Zeleskey, Associate Vice President – Financial Advisor (2); as well as Karen Ronaghan, Associate Vice President - Senior Financial Associate and Bonnie McKinney, Senior Registered Client Associate.
“We are thrilled to welcome a team of the Evergreen Group’s caliber to the San Antonio and Lufkin offices,” said Ogle. “The team has extensive industry experience and knowledge, and truly exemplify the ‘clients first’ attitude that we value at RBC Wealth Management.”
Additionally, last week Financial Advisor John McIntyre joined RBC Wealth Management’s Houston Galleria from Wells Fargo with more than $100 million in assets.
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 $284 billion in total client assets with approximately 1,800 financial advisors operating in 200 locations in 40 states.
Jonell Lundquist, RBC Wealth Management