RBC Wealth Management adds $855M team in New Jersey

businessman with financial symbols coming from hand

RBC Wealth Management on Friday said it welcomed a veteran financial adviser and his team, with approximately $855 million in client assets, to its Florham Park office. The team, led by Michael Taggart, will join RBC’s Florham Park office.

The Taggart Group includes Senior Business Associate Dalia Bubbico, Senior Financial Associate Jerry Azzollini and Senior Registered Client Associate Ria Taggart.

“Our team is committed to delivering attentive, concierge-level service to our clients, along with the capability and experience to help them navigate the complexities that high net worth individuals and families often face,” Michael Taggart said. “Joining RBC Wealth Management will allow our team to leverage the firm’s extensive resources and enhance our client experience.”

“Michael and his team are truly outstanding professionals who provide every one of their clients with expert advice, individualized strategy and the highest level of personal service,” Steve Ornstein, North Jersey complex director at RBC Wealth Management – U.S., said. “They will be a tremendous asset to our firm.”

Taggart, who will serve as a managing director and financial adviser at RBC, has been in the industry for over 35 years. Prior to his team’s stint at J.P. Morgan, he was with Merrill Lynch for 10 years. In a statement, he said the move to RBC will allow him to access the firm’s resources and improve the client experience.