MINNEAPOLIS, Minnesota (April 24, 2019) – RBC Wealth Management, one of the nation’s largest full-service wealth management firms, recently welcomed a new financial advisor to the Sugar Land office, according to Jeff Heberling, Director of the branch. The Sugar Land branch is a part of the Texas Complex, led by Andy Teller.
Harold “Chip” Green, Senior Vice President – Financial Advisor, joins with 31 years of industry experience. He manages approximately $120 million in retail and institutional assets, with $1.1 million in production. He joins RBC from Raymond James.
“After much thought, I made the decision to join RBC Wealth Management because of the firm’s client-first, advisory friendly culture,” said Green. “In addition, RBC has a strong leadership team and places an emphasis on taking a comprehensive approach to wealth management, which is important to my clients.”
“We are excited to welcome Chip to our Sugar Land branch,” said Heberling. “He is well-respected in the area and brings a wealth of experience and industry knowledge to the firm.”
In February, Sugar Land welcomed Rama Gali CFP®, Senior Vice President – Financial Advisor, who joined from UBS.
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 $358 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 Jonell.firstname.lastname@example.org