Private Client Group–Central
RBC Wealth Management–U.S.
From how we come together to solve problems to how leadership embraces new ideas, this is a firm with a truly unique and people-centric mindset.
As director of the Private Client Group’s Central division, Wally oversees the financial advisors and other professionals serving clients in branch offices across Illinois, Indiana, Iowa, Kansas, Michigan, Minnesota, Nebraska, North Dakota, Ohio, South Dakota, Tennessee, West Virginia and Wisconsin. He also leads offices in parts of New York and Pennsylvania.
Wally began his career in the investment industry as a financial advisor at Merrill Lynch in 1988. He joined RBC Wealth Management more than 25 years ago as a financial advisor. Before being named divisional director, he served as the branch director of the Edina branch and the complex director in Minneapolis.
With a deep commitment to RBC’s vision and values, Wally places strong emphasis on collegiality, client service and community involvement within his division. He is the executive sponsor of the RBC Branch Director’s Advisory Council and the Proud RBC Individuals for Diversity and Equality (PRIDE). In addition, Wally is on the board of the Alzheimer’s Association Minnesota-North Dakota chapter.
Wally earned his Bachelor of Science degree in business from the University of Minnesota. He resides in Edina, Minnesota, with his wife, and they have three adult children. In his spare time, Wally enjoys golfing, fishing and spending time with family.
Having a thought-out plan in place can make a big difference for your family, not only mentally and emotionally, but also financially.
Investment and insurance products offered through RBC Wealth Management are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment risks, including possible loss of the principal amount invested.