A solo practitioner and veteran advisor who manages $220 million in client assets has joined RBC Wealth Management on the West Coast, the company announced.
Carol Wilshire, managing director and financial advisor, joins RBC with more than 20 years of experience and a primary focus on financial planning and asset management for high-net-worth individuals and retirees in the Los Angeles area. She joins RBC’s Manhattan Beach branch.
Wilshire previously worked at UBS for the past 11 years. Prior to that she worked at CitiGroup Global Market Inc. for 13 years, according to BrokerCheck.
“I have spent years building my business from the ground up, but in order to continue serving my growing client base, I needed to partner with a firm that shares my client-first values and will support and enable me to form a team of advisors who share my vision for exceptional client service,” Wilshire said in a statement.
The press release announcing the transition noted that in addition to comprehensive wealth planning for high-net-worth clients who span professions such as engineering, legal and entertainment, a significant portion of Wilshire’s client roster supports women going through a separation or divorce.
Mike Melton, director of RBC Wealth Management’s Southern California complex, calls Wilshire a “terrific and talented advisor who has built an enviable practice as a solo practitioner.”
In the U.S., RBC Wealth Management operates as a division of RBC Capital Markets, which has founded in 1909. RBC Wealth Management has $414 billion in total client assets with more than 2,000 financial advisors operating in 179 locations in 42 states.