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Bay Area Wealth Management Group

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                                • rbcwealthmanagement.com
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                              • Home
                              • About us
                                • About our team
                                • Client experience
                                • Wealth management approach
                              • Wealth planning
                                • Total Wealth
                                • RBC WealthPlan
                              • Retirement
                                • Retirement income planning
                                • Retirement distribution options
                                • Health care in retirement
                              • Investments
                                • Portfolio Focus
                                • Alternative investments
                                • RBC Wealth Management Online
                                • Fixed income advantage
                                • ESG and responsible investing
                                • College savings plans
                              • Business owner
                                • Business owner financial services
                                • Investment banking solutions
                                • 401(k) plan reviews for employers
                                • Owner-only 401(k) plans
                              • Offerings
                                • Advantages of credit
                                • Insured solutions
                                • Long-term care
                              • Resources and tools
                                • Market commentary
                                • Insights
                                • Women and wealth
                              • Contact

                              Man looking at charts on computer and tablet

                              Global insight weekly

                               June 1, 2023 - RBC Wealth Management

                              Read more (GI Weekly)
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                              Municipal market insight

                               January 9, 2024 - RBC Wealth Management

                              Read more (MM insight)
                              Two people monitoring charts

                              Fixed income interest rate market monitor

                               May 19, 2025 - RBC Wealth Management

                              Read more (IRMM)
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                              Daily market view

                               April 18, 2023 - RBC Wealth Management

                              Read more (Market View)
                              Wall Street wall image

                              Market week

                               May 19, 2025 - RBC Wealth Management

                              Read more (Market Week)
                              Outlook over a city

                              Global insight monthly

                               September 11, 2024 - RBC Wealth Management

                              Read more (GIM)
                              Hiker overlooking a long view

                              Trend & cycle: The long view

                               October 30, 2024 - RBC Wealth Management

                              Read more (T&C Long View)
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                              Global manager research analyst perspective

                               August 12, 2020 - RBC Wealth Management

                              Global Manager Research Analyst Perspective
                              Winding road

                              Trend & cycle roadmap

                               May 7, 2025 - RBC Wealth Management

                              Read more (T&C Roadmap)
                              Prepare for the expected

                              Prepare for the expected (Wealth Insight Report)

                               October 22, 2020 - RBC Wealth Management

                              Preparing for the expected - Wealth Insights
                              Woman looking at research on screen on wall.

                              Global manager research monthly index

                               March 13, 2024 - RBC Wealth Management

                              Read more (Research Monthly Index)

                              Lisa Knutson, NMLS # 2346873, and Jessica Alcorn, NMLS # 2346871 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

                              Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

                              , Lisa Knutson, NMLS # 2346873, and Jessica Alcorn, NMLS # 2346871 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

                              Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

                              , Lisa Knutson, NMLS # 2346873, and Jessica Alcorn, NMLS # 2346871 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

                              Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

                              Read additional advisor disclosures.

                              Obtain more information about this financial advisor on FINRA's BrokerCheck website

                              Investment and insurance products offered through RBC Wealth Management are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment risks, including possible loss of the principal amount invested.

                              Contact information

                              Bay Area Wealth Management Group

                              Phone: 920-343-4577

                              Lisa Knutson

                              Senior Vice President - Financial Advisor,
                              Senior Portfolio Manager - Portfolio Focus

                              Phone: 920-343-4578

                              Jessica Alcorn

                              Senior Vice President - Financial Advisor,
                              Senior Portfolio Manager - Portfolio Focus

                              Phone: 920-343-4577

                              Karen Ploof

                              Senior Client Associate

                              Phone: 920-343-4579

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                              Green Bay
                              2465 Marina Circle, Suite 500
                              Green Bay, WI 54304
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