MINNEAPOLIS, Minnesota (December 19th, 2018) – RBC Wealth Management, one of the nation’s largest full-service wealth management firms, recently recruited a new team in Stillwater, MN, according to Bill Kohn, director of the Stillwater branch.
The Franklin and Lewis Investment Group is comprised of Susan Franklin, first vice president – financial advisor, who joins with 28 years of industry experience and Russell Lewis, first vice president – financial advisor, who joins with 23 years of experience. Franklin will reside in the Minneapolis office, while Lewis will work in the Stillwater office. The team manages more than $900 million in client assets and joins RBC from Wells Fargo.
“We made the decision to join RBC Wealth Management because of the smaller-firm culture, coupled with the global resources of a large bank,” said Franklin and Lewis. “The firm also shares our client-first values, which is incredibly important to us as we build wealth management strategies designed to meet our clients’ needs and goals.”
“We are continuing to attract the very best advisors to RBC Wealth Management,” said Kohn. “Sue and Russ are incredibly talented individuals who constantly strive to deliver top-tier service to their clients. We are thrilled they chose to join RBC.”
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 $344 billion in total client assets with more than 1,800 financial advisors operating in approximately 200 locations in 42 states.
Jonell Lundquist, RBC Wealth Management, 612-371-2239, or firstname.lastname@example.org