Head of Advice and Solutions
RBC Wealth Management – U.S.
Ann is an energetic and compassionate leader focused on unlocking the potential of each employee to fuel enterprise growth, innovation and success. As head of the RBC Wealth Management – U.S. Advice & Solutions group, she is responsible for designing the financial planning experience for the firm’s 1,900 financial advisors, delivering comprehensive and competitive solutions and equipping advisors with practice management, training and support to best serve their clients. Given the firm’s focus on digitally enabled, holistic, goals-based advice, the work of Ann’s team is integral to the firm’s overall success.
Ann draws from more than 25 years of experience in the financial services industry, where she has held several leadership roles, including the head of client experience and head of managed solutions for RBC’s Global Wealth Management division. In addition, she was senior vice president, head of product at U.S. Bank and served as chief operating officer at LoCorr Fund Management. Ann holds a bachelor’s degree in accounting from the University of Wisconsin – Eau Claire and an MBA in finance and strategic management from the Carlson School of Management, University of Minnesota. She earned a CPA designation and completed the Securities Industry Institute program at Wharton in 2010.
A leader committed to teamwork, mentoring and collaboration, Ann serves on RBC’s Diversity Leadership Council and as executive sponsor of the firm’s newly formed women’s employee resource group. She’s also a mentor in RBC’s Diverse Perspectives Mentoring Program and in Money Management Institute’s (MMI) Gateway to Leadership Program. In her community, Ann currently serves on the board of the Minneapolis nonprofit WithAll, working to increase prevention of eating disorders, support recovery and promote legislative change. She previously served on the board and as treasurer of the Minneapolis nonprofit Tubman, focused on people dealing with relationship violence, substance abuse and other trauma.