The Schusterman Mazzone Group manages $375 million in assets with $2.7 in production
MINNEAPOLIS, Minnesota (April 24, 2017) – RBC Wealth Management, one of the nation’s largest full-service wealth management firms, recently welcomed the Schusterman Mazzone Group to the Midtown-New York office from UBS Financial Services, according to John Moran, director of the Midtown complex.
Tracey Schusterman, CFP®, Managing Director – Financial Advisor, offers more than 25 years of industry experience and focuses on financial, retirement and estate planning strategies, as well as wealth preservation and transfer. Rosa Mazzone, CFP®, First Vice President – Financial Advisor, brings more than 17 years of experience in the industry and assists the team with providing comprehensive wealth management advice, educating clients on their investments, and implementing risk management strategies. Together, the team manages $375 million in client assets with $2.7 million in production.
“RBC Wealth Management is focused on creating a diverse workforce by bringing more women financial advisors to the firm,” said Moran. “Tracey and Rosa are industry leaders who have had an incredible amount of success by developing strong, long-term relationships with their clients and working with them to meet their needs and objectives.”
Also a part of the Schusterman Mazzone Group are Dina LiRosi, Investment Associate, and Rosa Diaz, Client Associate.
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 $289 billion in total client assets with approximately 1,800 financial advisors operating in 200 locations in 40 states.
Jonell Lundquist, RBC Wealth Management