SCOTTSDALE, Arizona (October 25, 2019) – RBC Wealth Management, one of the nation’s largest full-service wealth management firms, recently welcomed a new advisor to its Scottsdale branch, according to Glen Hatch, director of the firm’s Phoenix complex.
Bill Herf, CFP®, Senior Vice President – Financial Advisor, joins with 22 years of industry experience. He oversees approximately $230 million in assets for 150 families and foundations, and comes to RBC Wealth Management from Stifel Nicolaus.
“After a thorough exploration, I decided to join RBC Wealth Management because of its outstanding reputation as a firm focused on the best possible client experience,” Herf said. “I was impressed with RBC’s ability to provide all of the investment solutions and clear, concise planning to lead our clients to success, while maintaining a positive and inviting small-firm culture that also understands the importance of giving back to our community.”
“We are thrilled to welcome Bill to our Scottsdale office,” Hatch said. “He is extremely talented and committed to building strong client relationships based on trust and personalized service, which is a great fit for our client-first culture.”
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.
Tim Nelson, RBC Wealth Management, 612-371-2239, or Tim.firstname.lastname@example.org