A team dedicated to help you succeed

RBC Wealth Management and its predecessor firms have proudly delivered wealth management services to individuals, families, municipalities, communities and companies of all sizes since 1909 — more than a century of serving our local communities, and helping our friends, families and neighbors reach their financial goals.

Through teamwork, integrity, quality service and leadership, the firm and its professionals have been fortunate enough to stay actively engaged in the success and growth of the people we work with each day, and the communities we work and live in.

Throughout the years, though our name has changed, our values have remained the same; to serve our clients and community with integrity.

Read more to learn about the team of individuals dedicated to helping financial advisors like you build and grow your business, while serving your clients and community with integrity..

Jesse Witt

Jesse Witt, CFP®

Senior Managing Director - Complex Director

602-381-5350

Complex Director

Complex directors are responsible for the sustainable growth and profitability of the complex. To achieve this, they focus on helping financial advisors and branch managers improve and grow, supporting RBC Wealth Management’s growth initiatives through the attraction and obtainment of talent, and increasing RBC Wealth Management’s visibility throughout the region.

Client Strategies Team

The Client Strategies Team is a resource to help support you in your wealth planning goals, developing a strong understanding of your personal financial objectives, gathering valuable information and addressing complex financial and wealth strategies issues. Explore the bios below to learn more about the team.

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Wealth Management Consultant


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Wealth Strategist


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Echelon Wealth Strategist


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Trust Consultant


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Insurance and Annuity Consultant


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Wealth Strategist


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Wealth Strategist


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Wealth Management Banker


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Retirement Plan Consultant


Disclosures

RBC Wealth Management does not provide tax or legal advice. All decisions regarding the tax or legal implications of your investments should be made in connection with your independent tax or legal advisor. No information, including but not limited to written materials, provided by RBC WM should be construed as legal, accounting or tax advice.

Financial advisors may not be registered in all states. Each financial advisor is only licensed to conduct business with investors within the states of registration. Information about state registrations may be obtained from individual or team websites or by contacting the individual directly.