Angie O’Leary

Head of Wealth Planning
U.S. Wealth Management

Angie O’Leary

Head of Wealth Planning
U.S. Wealth Management

Angie O’Leary is head of Wealth Planning at RBC Wealth Management-U.S. In this role, O’Leary and her team are focused on helping clients live life with more clarity and confidence through goals-based planning delivered by skilled financial advisors.

O’Leary is a 25-year veteran of the financial services industry, most recently serving as the head of investment solutions for U.S. Bank Wealth Management where she was responsible for investment product management, desktop tools and digital investment capabilities. She also oversaw the business line’s mutual fund and insurance product distribution relationships. Prior to her career at U.S. Bank, O’Leary previously held leadership positions at UBS and Piper Jaffray.

She sits on several industry roundtable and advisory boards and is often asked to contribute her expertise. O’Leary has authored numerous white papers, published articles and is active in the media and press. She has a passion for financial literacy and is an advocate for women and their financial success.

O’Leary holds 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. She is active in her community, serving as an executive board member for the Wayside Recovery Center, a treatment center for women and their families recovering from substance abuse, and has a passion for family mission work in Haiti.

Angie O’Leary's content

figure
Investing

Volatility is back. Are your retirement investments ready?

Last updated: August 21, 2018

Volatility is tough to stomach, but investors can use these time-proven strategies to stay on track.

3 minute read
figure
Retirement

The 4 percent rule for retirement savings desperately needs to be modernized

In reality, most people will need to make a year-by-year assessment on how to successfully manage sources of income and spending needs.

4 minute read
figure
Health care

What the rise of dementia may mean for your financial future

If you or a loved one is diagnosed with any form of dementia, the financial stakes are high.

4 minute read
 

Non-deposit investment products offered through RBC Wealth Management are not FDIC insured, are not a deposit or other obligation of, or guaranteed by, a bank, and are subject to investment risks, including possible loss of the principal amount invested.