MINNEAPOLIS, Minnesota (September 5, 2018) – RBC Wealth Management, one of the nation’s largest full-service wealth management firms, recently welcomed Chu, Phillips & Associates to the Stamford, CT office, according to Aaron Scott, director of the Hartford complex.
Chu, Phillips & Associates is comprised of Joseph Chu, CFP, CIMA, CRPC, managing director – financial advisor, who has 16 years of industry experience, Christopher L. Phillips, CFP, CRPC, CPFA, first vice president – financial advisor, with 14 years of experience, Mary A. Richard, senior registered client associate, and Fiona Slater, client associate. The team manages approximately $426 million in assets and joins from Merrill Lynch.
“RBC Wealth Management’s long-standing tradition of putting the needs of clients first is what drew us to the firm,” said Chu. “Providing our clients with the best possible service is of utmost importance to our team, so we believe RBC is the best place for us to do that, as well as continue to grow our practice.”
“We are honored to welcome Chu, Phillips & Associates to RBC Wealth Management, as they are one of the most well-respected teams in the area” said Skip Morton, director of the Stamford branch. “Joe, Chris and the team have a reputation for integrity and work diligently each day to meet their clients’ needs and help them reach their goals.”
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 $353 billion in total client assets with approximately 1,800 financial advisors operating in 200 locations in 42 states.
Jonell Lundquist, RBC Wealth Management, 612-371-2239, or firstname.lastname@example.org