JERICHO, N.Y. (April 22, 2021) – RBC Wealth Management recently welcomed a team of financial advisors to its Jericho office, managing roughly $550 million in assets and specializing in holistic, goals-based financial planning for high-net-worth families, small business owners and young professionals.
The MMC Group joins from Merrill Lynch and is composed of:
- Michael J. Meehan, CPWA®, CPFA, CRPC®, Senior Vice President – Financial Advisor, who has 25 years of industry experience
- Michael Meyers, CFP®, Vice President – Financial Advisor, who has 9 years of experience
- Kevin K. Clark, Vice President – Financial Advisor, who has 22 years of experience
- Lori A. Battista, Senior Client Associate
“After the many challenges of last year, we felt now was a good time for a fresh start,” Meehan said. “RBC Wealth Management is the right place for our team and our clients because of its smaller-firm culture coupled with the enhanced capabilities and global resources of a large bank. RBC also shares our client-first values, which is incredibly important to us.”
“We are very excited to welcome The MMC Group to our Jericho office,” said John Moran, director of RBC’s Midtown New York complex. “The team takes pride in developing deep client relationships that span generations and creating 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 Wealth Management 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 $463 billion in total client assets with more than 2,000 financial advisors operating in 178 locations in 42 states.