MINNEAPOLIS, Minnesota (January 22, 2019) – RBC Wealth Management, one of the nation’s largest full-service wealth management firms, recently welcomed a new team in the Edina office, according to Tom Schulenberg, Director of the Minneapolis complex.
The Opp Kozlak Wealth Management Group is comprised of Peter Opp, senior vice president - financial advisor, who joins with more than 25 years of industry experience; Joel Kozlak, CPWA®, CRPC®, senior vice president – financial advisor, who has over 30 years of experience; Jessica Wright, financial advisor, who has 18 years of experience, and Christina Jamnik, senior registered client associate. The team manages approximately $300 million in client assets and joins RBC from Merrill Lynch.
“RBC Wealth Management has a long-standing reputation for putting the needs of clients above all,” said the Opp Kozlak Wealth Management Group. “The firm’s unique culture, along with the financial stability and resources of global leader RBC, make it a great place for us to continue to grow our business.”
“We are excited to welcome the Opp Kozlak Wealth Management Group to our Edina office,” said Schulenberg. “They are incredibly respected in the Twin Cities area, and known for working closely with their clients to develop comprehensive wealth management plans designed to meet their individual 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 $344 billion in total client assets with approximately 1,800 financial advisors operating in 200 locations in 402 states.
Jonell Lundquist, RBC Wealth Management, 612-371-2239, or firstname.lastname@example.org