MINNEAPOLIS, Minnesota (September 5, 2017) – RBC Wealth Management, one of the nation’s largest full-service wealth management firms, recently welcomed the Carbonell Forrey Wealth Management Group to the Walnut Creek office, according to Michael Schipper, Director of RBC’s Northern California Complex.
The team is comprised of James Carbonell, Senior Vice President – Financial Advisor, Matthew Forrey, Senior Vice President – Financial Advisor, both with 20 years of experience, and Amy Caffese, Senior Investment Associate, who has been in the industry for 15 years. The Carbonell Forrey Wealth Management Group manages approximately $365 million in client assets and joins RBC from Wells Fargo Advisors.
“RBC is a global leader in financial services, which enables our team to offer a broad range of resources and depth of expertise to help clients. The most impressive piece for us though, was the fierce focus on the client/advisor relationship. It’s truly a special culture,” said Carbonell.
“Jim, Matt, and Amy are extremely well-respected industry veterans who are known in the Bay area for helping clients achieve their goals,” said Schipper. “RBC Wealth Management is actively recruiting client-focused Financial Advisors in the area that fit our unique and refreshing 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 $310 billion in total client assets with approximately 1,800 financial advisors operating in 200 locations in 40 states.
Jonell Lundquist, RBC Wealth Management