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Who's Moving Where In Wealth Management? - Argent, RBC
Editorial Staff
24 January 2019
Argent Financial Group The team manages approximately $300 million in client assets and joins RBC from Merrill Lynch.
has brought a new team into its Edina, Minnesota office.
The Opp Kozlak Wealth Management Group comprises Peter Opp, senior vice president - financial advisor, who joins with more than 25 years of industry experience; Joel Kozlak, CPWA®, CRPC®, senior vice president – financial advisor, who has over 30 years of experience; Jessica Wright, financial advisor, who has 18 years of experience, and Christina Jamnik, senior registered client associate.