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RBC Wealth Management has expanded its team in Paramus, New Jersey, by adding the Callot Wealth Management Group, led by David Callot. Callot, who began his financial services career in 1996 and has been with Merrill Lynch throughout, brings substantial experience to RBC.
The team includes Associate Financial Advisor T. Chris Braun, Investment Associate Jon Schulz, Senior Financial Associate Evan Levitsky, and Senior Client Associate Patricia Kramer. Together, they manage approximately $640 million in assets.
Over the past few months, RBC has successfully recruited several other teams managing substantial assets under management.
Written By: John Washington, Data Research Analyst
John Washington is the Data Research Analyst at Dakota.
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