As a financial advisor with RBC Wealth Management in Billings, Montana, Sally has the opportunity to work with clients as unique and diverse as the area in which she lives. Clients are very individual, and their needs and goals are equally as diverse as their lifestyles.
Sally was born in Wyoming and moved to Montana at an early age. She graduated from Billings Senior High School and earned a Bachelor of Science degree in business administration from Montana State University–Billings. She started working for RBC Wealth Management while attending college and has worked for this fi rm in the Billings office for more than 33 years. During her tenure, she passed the Series 7, 63 and 65 exams and holds her life and health insurance licenses. Sally is married with two adult children and six grandchildren. Her family and community are very important to her. She has served on various non-profit boards, including Family Promise, the Mental Health Association and the Huntley Project Lioness Club.
Professional wealth management helps you prioritize your objectives and prepare financially to accomplish them. Providing the financial guidance that’s right for you is central to everything we do at RBC Wealth Management. Sally can assist you in the following ways:
- Planning for retirement
- Creating income during retirement
- Maintaining your lifestyle
- Protecting your family or income
- Working with attorneys on estate planning
RBC also offers a broad range of services to help individuals and business owners accomplish their financial goals.
As a part of her practice, Sally works with institutional clients, including foundations. She assists them in implementing and adhering to investment policy statements and setting asset allocation guidelines. She has a team of professionals/consultants who support her with manager selection, due diligence, portfolio construction and reporting.
