Head of Wealth Planning RBC Wealth Management–U.S.
In her role as head of wealth strategies & solutions for RBC Wealth Management – U.S., Angie O’Leary focuses on helping clients live life with more clarity and confidence through goals-based planning delivered by skilled financial advisors.
As a results-driven leader, Angie and her team play a critical role in guiding all aspects of wealth planning including retirement solutions, insurance, annuities and trust, advisory programs and private and packaged solutions. Angie has more than 25-years of experience in the financial services industry and sits on the RBC Wealth Management – U.S. Executive Committee.
Angie joined RBC in 2017 as the Head of Wealth Planning Solutions and was a driving force behind the firm’s transformational shift to goals-based planning. She was instrumental in the development and implementation of RBC WealthPlan and Total Wealth – two foundational tools that provide more value to clients while driving significant business growth.
Prior to joining RBC, Angie was Head of Investment Solutions for U.S. Bank Wealth Management and held leadership positions at UBS and Piper Jaffray.
In addition to her work with financial advisors and clients, Angie has a passion for community involvement. She sits on several industry roundtables and advisory boards and is often asked to contribute her expertise. Angie has authored numerous white papers, published articles and is active in the media and press. She has a passion for financial literacy and is a strong advocate for women and their financial success. She is currently active with Alzheimer Association, Make A Wish and Wayside Recovery Center for women.
Angie earned a bachelor’s degree in business finance from San Jose State University and has completed coursework toward a master’s in accounting from Santa Clara University.
When she’s not working, Angie enjoys spending time traveling, reading, and enjoying the water.
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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.