To be located in the firms Dallas branch
DALLAS (July 7, 2020) – RBC Wealth Management recently welcomed a 33-year veteran advisor managing roughly $370 million to its Dallas Executive branch. James “Ernie” Koestner, Senior Vice President – Financial Advisor, joins RBC Wealth Management from Wells Fargo.
“RBC’s reputation for putting clients first was first and foremost in my decision making, coupled with global resources and world-class fixed income capabilities of the organization,” said Koestner. “I’m confident that RBC is the best firm for me and my clients.”
“The most important component for clients to receive the best-possible outcomes starts with the relationship they have with their advisors,” said Andy Teller, Texas complex director for RBC Wealth Management. “Ernie is one of those advisors who puts relationships first, and we’re thrilled that he shares our deep commitment to building the best advisor-client experience.”
Koestner is one of numerous hires in the Texas region in recent months, including teams from Merrill Lynch, UBS, Morgan Stanley, and Wells Fargo throughout the state.
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 $379 billion in total client assets with more than 2,000 financial advisors operating in 179 locations in 42 states.