Your Rocky Mountain Complex team

Outside of your branch director and local office support, you have an experienced team of professionals based out of downtown Denver who can help remove obstacles and ensure that you can efficiently service your clients.


 

Dan Ball

Dan Ball

Senior Managing Director - Complex Director, Private Client Group

303-595-1106
Email |
Complex Assistant Managers

The complex assistant managers are responsible for supervising the daily business activities performed by financial advisors and support staff in all branches in the complex, with the exception of those handled by the complex’s branch directors. In performing such supervision, they are expected to use all available tools and resources to ensure that regulatory, firm, complex and branch procedures are adhered to, and that any issues or concerns are resolved in a timely, efficient and appropriate manner.

 

Kim Rains

Kim Rains

Vice President - Complex Assistant Manager

303-595-1140
Kat Robbie

Kat Robbie

Vice President - Complex Assistant Manager

303-595-1172

Andrea Ervin

Associate Vice President, Complex Assistant Manager

303-595-1151

Complex Operations Manager

The complex operations manager is responsible for the coaching and supervising of all complex operations staff and for ensuring all complex operations functions are executed in accordance with relevant branch, firm and regulatory policies and procedures.


 

Anita Milner

Anita Milner

Complex Operations Manager

303-595-1146

Our Team

Our team is located at

1801 California Street, Suite 3900, Denver, CO, 80202, USA

Client Strategies Team

With individual specializations across a variety of financial disciplines, the Client Strategies Team serves as a unique resource to RBC Wealth Management financial advisors. Our clients and advisors both benefit from the collective expertise of this team, and their ability to help enhance the effectiveness of wealth management strategies—from recommendations through delivery of solutions.

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Wealth Management Consultant


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Wealth Strategist


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Wealth Strategist


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Trust Consultant


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Wealth Management Banker


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Retirement Plan Consultant


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Echelon Wealth Strategist


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Insurance and Annuity Consultant