Welcome to the Rocky Mountain Complex

At RBC Wealth Management, we’re redefining what you can expect from a full-service investment firm. As one of the most respected financial institutions on Wall Street, the elements that have made us an industry leader are the very things that we think make us the right fit for you:

Fiscal strength and responsibility

With a long-standing reputation for integrity based on sound financial decision-making and putting client needs first, we are deeply committed to careful management of the wealth entrusted to us.

Comprehensive capabilities

As a global leader in financial services, we offer the broad range of resources and depth of expertise to help our clients build, preserve, enjoy and share their wealth.

Responsible Stewardship

Our first priority will always be the smart and careful management of the financial assets entrusted to us, but our commitment to being responsible stewards extends beyond that: to our clients, our communities, our employees, and the environment.

We’re proud to be a firm that stands out among our peers, because it means we’re serving our clients well. We invite you to experience the RBC difference for yourself.

  • Retirement Plan Rollovers
  • Retirement Income Planning
  • Portfolio Management
  • Estate Planning Services
  • Education Funding
  • Company Stock Option Planning
  • Tax-Exempt Municipal Bonds

The financial advisor's destination of choice

With a culture of autonomy, a leadership team that knows your name, and a sophisticated client solution platform, RBC Wealth Management continues to be the destination of choice for top financial advisors.

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    Take the next step

    Whether you're a current client who would like to review your portfolio, a prospective client that would like to learn more about our approach, or an advisor who wants to join an industry leader, we want to hear from you. Please click contact us to set up a meeting.

    Our Team

    Our team is located at

    1801 California Street, Ste 3900, Denver, CO, 80202, United States

    Our Advisors

    Find all advisor profiles here

    My Team

    Dan Ball

    Dan Ball

    Senior Managing Director - Complex Director, Private Client Group
    Kim Rains

    Kim Rains

    Vice President - Complex Assistant Manager
    Kat Robbie

    Kat Robbie

    Vice President - Complex Assistant Manager
    Anita Milner

    Anita Milner

    Complex Operations Manager
    Andrea Ervin

    Andrea Ervin

    Vice President - Complex Assistant Manager
    Gina Hall

    Gina Hall

    Complex Assistant Manager
    Lydia Hamilton

    Lydia Harvey

    Senior Complex Administrator

    Our culture

    President Thomas Sagissor explains why RBC Wealth Management is dedicated to a culture for financial advisors that encourages autonomy and an entrepreneurial spirit.

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    Latest Insights

    Woman checking stock chart

    Is the rebound for real?

    May 29, 2025 | Robert Sluymer, CFA

    Equity markets have bounced back smartly in Q2. Technical analysis suggests a move higher into early-to-mid-Q3, but investors should watch the U.S. dollar, and more importantly, 30-year and 10-year U.S. Treasury yields.

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    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.