RSM US Wealth Management LLC (“RSM”) –has announced James Farrelly, has joined the firm’s Indiana wealth management practice, and will be located in the South Bend office. Farrelly brings nearly 35 years of wealth management and financial services experience to the firm. Most recently in his career, Farrelly was instrumental in opening South Bend offices for both TIAA CREF and Fidelity Investments.
“We are elated to add Jim to the RSM wealth management team, said Mike Watson, Principal and Indiana Wealth Management Practice Leader. Jim brings significant experience and expertise to our group and his passion to put our client’s interests first is a perfect fit with our standard of service and how we do business”.
Jim holds a Bachelor’s of Arts in Economics from Benedictine University. He currently resides with his family in Granger.
About RSM US Wealth Management LLC
RSM US Wealth Management LLC provides investment advisory services, financial planning and other wealth management services to individuals and businesses. RSM US Wealth Management LLC is an SEC-registered investment advisor. RSM US Wealth Management’s parent company and sole member is RSM US LLP.
About RSM US LLP
RSM’s purpose is to deliver the power of being understood to our clients, colleagues and communities through world-class audit, tax and consulting services focused on middle market businesses. The clients we serve are the engine of global commerce and economic growth, and we are focused on developing leading professionals and services to meet their evolving needs in today’s ever-changing business environment.
RSM US LLP is the U.S. member of RSM International, a global network of independent, audit, tax and consulting firms with more than 43,000 people in over 120 countries. For more information, visit rsmus.com, like us on Facebook, follow us on Twitter and/or connect with us on LinkedIn.