Brokerage & Wealth Management

High Priority Business with Terrific Potential

Quick & Reilly Retail Brokerage

- $37B in Customer Assets

- 1MM+ Customers

- 1,000 Financial Consultants

- 112 Investor Centers

Fleet Asset Management

Fleet Private Clients Group

- Top 30 Manager Globally

- 29 Morningstar Funds Rated 4 or 5

- 400+ Investment Professionals

- $44B in Managed Accounts

- #1 in New England

- 50 Offices in Northeast & Florida

$170 Billion in AUM

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