People Moves
Who's Moving Where In Wealth Management? RBC
The latest moves in the North America wealth management market.
RBC Wealth Management
RBC
Wealth Management has brought in a mother/daughter financial
advisor team in the Chevy Chase office. The Stewart
Team comprises Susan Stewart, senior vice president –
financial advisor, who joins with 20 years of industry
experience, and Taylor Stewart, financial advisor, who has
five years of experience. They manage more than $150
million in assets and join from Merrill Lynch.
Susan grew up in Bucks County and holds both a bachelor’s degree in political science from Ursinus College and a Juris Doctorate from The Dickinson School of Law at Pennsylvania State University.
Taylor joined the Stewart Group in 2014. Following graduation from the University of Wisconsin-Madison, where she earned a bachelor’s degree in political science, Taylor worked as the assistant to the chief financial officer of the Democratic National Committee.
