RBC Wealth Management has lured a financial advisor Jesse Bengtson from Bank of America’s Merrill Lynch, where he managed $230 million in assets.
Bengtson has joined the firm’s office in the Minneapolis suburb of Stillwater, Minnesota.
Access deeper industry intelligence
Experience unmatched clarity with a single platform that combines unique data, AI, and human expertise.
Previously, Bengtson had generated revenue of $3.5 million. Prior to joining Merrill in 2007, Bengtson worked with Wells Fargo and started his career in the securities industry in 2002 at U.S. Bancorp.
Additionally, a registered client associate Andrea Pickerign has also joined RBC in Stillwater, Minnesota.
RBC Wealth Management has about 2,000 advisers and now manages more than $260 billion in client assets.
US Tariffs are shifting - will you react or anticipate?
Don’t let policy changes catch you off guard. Stay proactive with real-time data and expert analysis.
By GlobalData
