MINNEAPOLIS, Minnesota (May 3, 2018) – RBC Wealth Management, one of the nation’s largest full-service wealth management firms, recently welcomed three new financial advisors to the Spokane branch, according to Dan Ball, Director of the Denver complex.
The team consists of Doug Dumais, Senior Vice President – Financial Advisor, who joins with 35 years of industry experience; Kirt Fredericks, Senior Vice President – Financial Advisor, who has 26 years of experience; and Kathy Hale, Financial Advisor, who is joining the team when they start at RBC and has 16 years of experience. They manage approximately $175 million in client assets and join from Wells Fargo Advisors. Accompanying them is Chris Jacobs, Registered Client Associate.
“We were attracted to RBC Wealth Management because of its client-first culture, and its reputation for providing trusted advice and wealth management solutions to individuals, families, and institutions,” said the team. “The firm’s focus on goals-based planning makes it a great fit for us to continue to grow our practice.”
“We are thrilled to welcome Doug, Kirt, Kathy, and Chris to our Spokane office,” said Ball. “They are well-respected in the area and known for working closely with their clients while developing comprehensive wealth management plans.”
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 $348 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, or Jonell.firstname.lastname@example.org