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Who's Moving Where In Wealth Management? RBC

Editorial Staff

18 January 2019

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.