MINNEAPOLIS, Minnesota (September 18, 2017) – RBC Wealth Management, one of the nation’s largest full-service wealth management firms, welcomed the Swinn Toll Wealth Management Group to the Las Vegas branch on August 31, 2017, according to Glen Hatch, Director of the Phoenix Complex.
The Swinn Toll Wealth Management Group is comprised of Financial Advisors Cason Swinn, Daniel Toll and Tahirih Toll, as well as Laura Moulin, Senior Registered Client Associate, and Ana Bergevin, Registered Client Associate. Together the team manages $350 million in assets. Cason Swinn joins RBC with ten years of industry experience, Daniel Toll with ten years, and Tahirih Toll with eleven years. Swinn was recently named to Forbes’ list of “America’s Top Next Generation Wealth Advisors.”
“After careful reflection, our team decided to join RBC Wealth Management because of the firm’s impressive reputation of putting clients first, along with the strength and stability of its parent company, RBC,” said Swinn. “It was important to us to find a firm that provides best-in- class service, financial planning, asset management, investment choice and research, as well as a client-centered organization.”
“RBC’s ‘Main Street’ culture, focus on growth, and truly entrepreneurial business practice resonates with our commitment to best serving clients” said Daniel Toll.
“The Swinn Toll Wealth Management Group is extremely well-respected throughout the market and we are thrilled to have them join RBC. They are the foundation of our plan for growth in this important market and we look forward to more advisors joining us in Las Vegas,” said Hatch.
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