Boulder

Mary Helen Jacobus named Branch Director of the Year

I’m so thrilled and honored that I had to share this news. The Boulder Branch ranked number one in the country for 2024. I have worked for other large financial firms, but RBC is different and I’ve loved every minute here. A culture where people are happy, support each other and accomplish their goals is obtainable.

When I say, “RBC is a special place,” it is simply because it is. My role is to provide support and advocate for my financial advisors and staff.

If you would like to have a confidential conversation about what it’s like to work at RBC Wealth Management and learn more about the Boulder office, please call or text me at (303) 263-5615. Please reach out anytime.

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.

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

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.