Duo managing $460 million at Wells Fargo joins RBC
Heald Wealth Management changes firms in Wellesley, Massachusetts
The Heald Wealth Management Group, which managed $460 million at Wells Fargo Advisors, has joined RBC Wealth Management in Wellesley, Massachusetts.
The two-adviser team consists of Timothy Heald and Andrew Heald, and their associate Elyse Slotnick.
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