RBC Wealth Management has added a former Wells Fargo advisor in New Hampshire with more than $200 million in client assets, the company announced today.
Matthew Lessard heads Appalachian Trail Investment Group in Concord, N.H. He is joined by Erika Fournier, senior registered client associate, and Arleigh Dinning, senior client associate.
Lessard, an industry veteran, began his career in 1989 at McLaughlin, Piven Vogel Securities, according to BrokerCheck. He has worked at several firms, including twice at A.G. Edwards, for a total of 14 years. He also worked at UBS. He joined Wells Fargo in 2008.
“We chose RBC Wealth Management for its inviting culture and full suite of products, services and technology that will elevate our service to clients,” Lessard said in a statement.
Aaron Scott, Hartford complex director, said, “Matt is a highly talented advisor who takes a thoughtful and comprehensive approach to developing the best strategies to meet clients’ financial goals. ... He and his team share the firm’s client-first focus, providing every client with the highest level of personal service and professional integrity.”
Founded in 1909, RBC Wealth Management (U.S.) has $537 billion in total client assets with more than 2,100 financial advisors operating in 183 locations in 42 states.