MINNEAPOLIS, Minnesota (August 27, 2019) – RBC Wealth Management, one of the nation’s largest full-service wealth management firms, recently welcomed the Matalon Financial Group to its Midtown New York and Boca Raton, Florida, offices, according to Kirstin Turner, director of the Florida complex and John Moran, director of the Midtown complex.
The Matalon Financial Group is composed of Scott Matalon, managing director – financial advisor, who has 16 years of industry experience; Timothy Hilton, vice president – financial advisor, who has 18 years of experience; Christopher Loria, vice president – financial advisor, who has 3 years of experience; Christine Henry, senior registered client associate; and William “Cain” Stranges, senior investment associate.
Matalon, Loria and Henry will be based in the new Boca Raton office and Jericho, New York office and will report to Turner. Hilton and Stranges will be based in the Midtown New York office and will report to Moran. The team manages about $250 million in assets and joins RBC Wealth Management from Ameriprise Financial.
“After careful thought and consideration, we made the decision to join RBC Wealth Management because of its strong reputation of financial stability and focus on putting the needs of clients first,” Matalon said. “We believe we will be able to continue to work in our clients’ best interests at RBC because it is uniquely positioned as a global leader, yet with a smaller, boutique culture.”
“Scott and his team are exactly the type of advisors that we are looking to attract at RBC Wealth Management,” Turner said. “They have a planning-based practice and are focused on doing the right thing for their clients. RBC’s entrepreneurial culture gives them the freedom to build the right portfolios and solutions for their clients, and we are thrilled to have them on board.”
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 $384 billion in total client assets with more than 1,900 financial advisors operating in 170 locations in 42 states.
Nicole Garrison, RBC Wealth Management, 612-371-2999, firstname.lastname@example.org