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.

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, Suite 3900, Denver, CO, 80202, USA

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

Andrea Ervin

Associate Vice President, Complex Assistant Manager

Gina Hall bio photo

Gina Hall

Complex Assistant Manager

Anita Milner

Anita Milner

Complex Operations Manager

Lydia Hamilton bio photo

Lydia Hamilton

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

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Debunking debt disaster

Oct 03, 2024 | Atul Bhatia, CFA

Myths may be important to folklore, but they’re not helpful in finance. We look at the facts behind some of the common myths surrounding the U.S. national debt.

Read more