CHICAGO, Illinois (November 2, 2016) – RBC Wealth Management, one of the nation’s largest full-service securities firms, recently welcomed the Heide Wealth Management Group to the Chicago office, according to Burton Street, director of the Chicago complex. The team will operate out of RBC’s Orland Park branch, led by John Dwyer.
The Heide Wealth Management Group joins RBC Wealth Management from Wells Fargo Advisors. The team is led by David Heide, CFP®, and has more than $500 million in assets and more than $4 million in production. The Heide Wealth Management Group is comprised of an additional five financial advisors and five support staff.
Heide started his career in the financial service industry in 1990 and joined Wells Fargo Advisors in 1995. He serves as the past president of the Moraine Valley Community College Foundation and is the current president of The Bridge Teen Center board. In addition, Dave is also active in his church, where he has served on the Finance Committee for twelve of the last 25 years.
“David Heide and the Heide Wealth Management Group are seasoned professionals and bring a breadth of wealth management experience and expertise to the firm,” said Street. “RBC Wealth Management is committed to growing the firm’s presence in the Chicago area and will continue to look to bring on advisors who fit the firm’s client-first culture.”
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