MINNEAPOLIS, Minnesota (November 8, 2017) – RBC Wealth Management, one of the nation’s largest full-service wealth management firms, recently welcomed a new financial advisor in the Sewickley, PA office, according Kenneth M. Ross, senior managing director of the Pittsburgh Complex.
Dan Sherman, First Vice President – Financial Advisor, joins RBC Wealth Management from Morgan Stanley. He brings 20 years of industry experience to the firm and manages approximately $180 million in client assets.
“After much thought and due diligence, I decided to join RBC Wealth Management because of its reputation of always putting the needs of clients first, and its well-respected leadership team,” said Sherman.
“We are thrilled to welcome Dan to RBC Wealth Management,” said Ross. “He has extensive industry experience and knowledge, and truly exemplifies the ‘clients first’ attitude that we value at this firm.”
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, 612-371-2239, firstname.lastname@example.org