Wunderlich Securities Completes Acquisition of
Five Branches from RBC Wealth Management
October 18, 2010 11:00 AM Eastern Daylight Time
MEMPHIS, Tenn.--(EON: Enhanced Online News)--Gary Wunderlich, CEO, of Wunderlich Securities announced
today that the firm has completed the purchase of five Private Client Group branches from RBC Wealth
Management. The branches include Plymouth, Flint, East Lansing and Brighton in Michigan and Beachwood, Ohio.
This acquisition increases the Wunderlich national footprint to 21 offices and 12 states. The agreement adds 32 new
employees to Wunderlich Securities. Included in the group are 21 experienced Financial Advisors adding $8 million
in gross production and $700 million in client assets under administration. Clearing for these branches will be
provided through a new relationship with RBC Correspondent Services. These Financial Advisors have worked
together over many years and were seeking to return to a regional firm. Wunderlich Securities offered this
“This transaction furthers our efforts to meet our commitment to building the highest quality regional firm dedicated to
the needs of our individual, corporate and institutional clients,” said Gary Wunderlich, CEO. “We believe that the
individuals in these branches represent a unique fit within the culture of our firm and we welcome them to Wunderlich
Securities,” said Philip Zanone, President of Wunderlich Securities.
About Wunderlich Securities, Inc.-- Established in 1996, Wunderlich Securities is a full-service brokerage firm
based in Memphis, Tenn. Wunderlich Securities caters to individual and institutional clients with financial advisory,
brokerage, equity research and investment banking services. Fundamental Capital Markets and Fundamental
Brokers Inter-Dealer, divisions of Wunderlich Securities, serve institutional clients with fixed-income brokerage
services. The firm operates in 21 offices across 12 states and employs over 400 professionals with more than $4.5
billion in client assets under administration. For more information about the organization, please visit our website at
Wunderlich Securities, Inc.
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