MINNEAPOLIS, Minnesota (August 11, 2017) – RBC Wealth Management, one of the nation’s largest full-service wealth management firms, recently welcomed the PNF Group to the Beverly Hills office, according to Mike Melton, director of the Southern California complex.
The PNF Group is comprised of Amir Navab, senior vice president – financial advisor, who joins with 23 years of industry experience, Bradley Finnigan, first vice president – financial advisor, who has 14 years of experience, and Shamya Ullah, first vice president – financial advisor, who joins with 9 years of experience. Also joining is Amanda Sabo, senior registered client associate. The team joins RBC from Morgan Stanley and manages more than $269 million in assets with approximately $2.2 million in production.
“As a team focused on being responsible stewards of our clients’ assets, we want to be at a firm that shares similar principles,” said the PNF Group. “RBC’s core values and culture of doing what’s right for clients and communities drew us to the firm.”
“The PNF Group is made up of very talented individual who pride themselves on providing personalized service to meet their clients’ unique needs,” said Melton. “We are thrilled to have them join our Beverly Hills office, as their experience and complementary skill sets are uniquely positioned to help clients address their wealth planning goals.”
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 $294 billion in total client assets with approximately 1,800 financial advisors operating in 200 locations in 40 states.
Jonell Lundquist, RBC Wealth Management