The Lansat Wealth Management Group has a passion for helping families pursue their wealth management, social and legacy aspirations
PALM BEACH GARDENS, Fla. (Aug. 12, 2022) – RBC Wealth Management has welcomed a father-son financial advisor team to its Palm Beach Gardens office from Merrill Lynch.
The team includes:
- Joel Lansat, CPFA™, Managing Director – Financial Advisor, who has 35 years of industry experience
- Jeremy Lansat, CPWA®, CPFA™, Managing Director – Financial Advisor, who has 18 years of industry experience
- Debra Collins, Senior Investment Associate, who has 22 years of industry experience
A Family-Like Culture
“We chose to join RBC Wealth Management for its family-like culture and reputation of always acting in the best interests of clients, along with access to the global resources of RBC,” Joel Lansat said.
“I am excited to welcome the Lansat Wealth Management Group to RBC Wealth Management, where their attention to detail and exceptional client service will be a fantastic addition to our firm,” said Ken Ross, Florida Complex Director.
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 $508 billion in total client assets with more than 2,100 financial advisors operating in 184 locations in 42 states.