PRNewswire 14-Jan-2019 10:00 AM
DALLAS, Jan. 14, 2019 /PRNewswire/ -- BNY Mellon Wealth Management has named Ray LaDieu as a Senior Wealth Director in Dallas, Texas. LaDieu will be responsible for helping high net worth families and business owners through holistic, multigenerational wealth management, reporting directly to Regional President Todd Carlton.
"With over 20 years of experience working with successful, high net worth families and business owners, LaDieu's knowledge and familiarity in a number of disciplines, including risk management, wealth transfer and asset management, will enable him to provide our clients with exceptional guidance to meet their unique needs and goals," said Carlton. "I am confident that he will play a vital role in our strategic initiatives and we are excited for him to join the team."
Prior to joining BNY Mellon Wealth Management, LaDieu was a Senior Private Banker at BBVA Compass for five years, where he earned the Pinnacle Club honor twice. The Pinnacle Club is the bank's highest distinction for exceptional performers. In this role, LaDieu helped facilitate one of the largest estate transfers ever undertaken by BBVA Compass. Prior to this role, LaDieu was a Client Advisor at Capital One Bank for seven years. In this role, LaDieu delivered fee-based consulting services and complex generational wealth-transfer strategies for high net worth individuals, families, and business owners.
LaDieu holds a Bachelor of Science from the Georgia Institute of Technology. He holds a Certified Financial Planner (CFP®) designation, Chartered Financial Consultant (ChFC®) designation and Certified Wealth Strategist (CWS®) designation.
Contact: Erin Daigle, BNY Mellon Wealth Management, 617-722-7384, Erin.Daigle@bnymellon.com
ABOUT BNY MELLON WEALTH MANAGEMENT
BNY Mellon Wealth Management is a leading wealth manager. In 2018, it was ranked the 11th largest U.S. Wealth Manager by Barron's.The firm has more than two centuries of experience in providing services to clients who today include financially successful individuals and families, their family offices and business enterprises, planned giving programs, and endowments and foundations. It has $261 billion in total client assets, as of September 30, 2018, and an extensive network of offices in the U.S. and internationally. BNY Mellon Wealth Management, which delivers leading wealth advice across investments, banking, custody and wealth and estate planning, conducts business through various operating subsidiaries of The Bank of New York Mellon Corporation. For more information go to bnymellonwealth.com or follow us on Twitter @BNYMellonWealth.
ABOUT BNY MELLON
BNY Mellon is a global investments company dedicated to helping its clients manage and service their financial assets throughout the investment lifecycle. Whether providing financial services for institutions, corporations or individual investors, BNY Mellon delivers informed investment management and investment services in 35 countries. As of September 30, 2018, BNY Mellon had $34.5 trillion in assets under custody and/or administration, and $1.8 trillion in assets under management. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation (NYSE:BK). Additional information is available on www.bnymellon.com. Follow us on Twitter @BNYMellon or visit our newsroom at www.bnymellon.com/newsroom for the latest company news.
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SOURCE BNY Mellon Wealth Management
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