MINNEAPOLIS, Minnesota (January 29, 2018) – RBC Wealth Management, one of the nation’s largest full-service wealth management firms, recently welcomed Troy, Caiaze & Reed Wealth Planning Counselors to the recently opened Farmington, CT office, according to Aaron Scott, director of RBC’s Hartford complex.
Troy, Caiaze & Reed Wealth Planning Counselors is comprised of Joseph Troy, senior vice president – financial advisor, who joins with 35 years of experience; Robert Caiaze, senior vice president – financial advisor, who has 22 years of experience; Adam Reed, vice president – financial advisor, with 12 years of experience; and James McNair, vice president – financial advisor, with 24 years of experience. The team manages $600 million in assets and joins from Wells Fargo Advisors. Also joining is Bonnie Feinstein, client associate.
“RBC Wealth Management has the size, scale and sophistication to serve the needs of our high net worth clients,” said the team. “We were also incredibly impressed with RBC’s reputation of always putting the needs of clients first, and its well-respected leadership team.”
“We are thrilled to welcome the Troy-Caiaze-Reed Wealth Planning Counselors to our Farmington office,” said Scott. “They are a great fit with our firm’s culture, and we are privileged to have their strong legacy of service and integrity joining RBC Wealth Management.”
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 $323 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