We are pleased to welcome to our West Palm Beach, Florida office: 

Weissman and Dion Wealth Management Group 

525 Okeechobee Blvd., Suite # 800 | West Palm Beach, Florida 33401
Office phone: (561) 822-0400 | Toll free: (800) 777-9790 | Fax: (561) 822-0475

The team manages $600 million in assets and joins RBC Wealth Management from Wells Fargo. The team will move into a new office in Boca Raton when it opens in the fall. The Weissman & Dion Wealth Management Group is comprised of:

  • Gary Weissman, Managing Director – Financial Advisor with 29 years of industry experience 
  • Eric Dion, First Vice President – Financial Advisor with 33 year of experience
  • Andrea Dellisanti - Registered Client Associate 
  • Peggy Eagles - Senior Registered Client Associate 
  • Jonathan Gomez - Senior Financial Associate

 

RBC Wealth Management expands with new flagship Miami office

RBC Wealth Management, one of the nation’s largest full-service wealth management firms, is expanding in the Southeast with the establishment of new office in the heart of Miami’s financial district to serve high net worth clients.

“Miami is an important major U.S. market to the firm, as it is one of the most vibrant and fastest growing cities in the U.S. and is also recognized as a major domestic financial center,” said Michael Armstrong, CEO of RBC Wealth Management – U.S. “This new branch reinforces our intention to have a strong presence in South Florida and throughout the Southwest.”

Spearheading the new domestic Miami office is the Gibraltar Group which oversees in excess of $1 billion in assets for ultra-high net worth clients. The Gibraltar Group is led by industry veteran Doug Sharon, who was a Senior Managing Director at Bear Stearns for 20 years, and was the Executive Director of Bear Stearns’ Boston office for over ten years before leaving to join Morgan Stanley in 2008. Joining Doug is his longtime partner and Gibraltar Group Co-Founder Carey Bosch, Managing Director – Financial Advisor, as well as the group’s full- client service team.

The RBC Wealth Management Miami office is located at 801 Brickell Ave., Suite 2100.