Charter Private Wealth - RBC Wealth Management

Steve Ogle, AIF®, AWM, CIMA®

Managing Director - Private Wealth Financial Advisor, Senior Portfolio Director

Steve has been providing strategic planning and investment advisory services to individuals and institutions for 30 years. After graduating from The University of Texas with a Bachelor of Business Administration degree in finance, he spent seven years at Southwest Business Corporation directing the investment management platform for a multi-billion-dollar financial institution. Since joining RBC Wealth Management in 2000, he has earned several financial designations. In 2001, Steve completed the Certified Investment Management Analyst (CIMA®) program at The Wharton School, University of Pennsylvania. In 2005, he earned the firm’s internal designation of Accredited Wealth Manager (AWM) sponsored by RBC and The Estate and Wealth Strategies Institute at Michigan State University. This credential demonstrates advanced knowledge of the firm’s wealth management process, concentrating in the areas of retirement planning, advanced investment strategies, insurance solutions, charitable giving, and estate and trust planning. In 2006, Steve earned the Accredited Investment Fiduciary (AIF®) designation. In 2013, he was selected as a member of the inaugural Boot Camp for Investment Stewards at the US Military Academy at West Point, New York. Through this program, he served on the Global Leadership Council and received the Global Fiduciary Strategist (GFS) designation. In 2018, Steve graduated from the Securities Industry Institute (SII) three year executive program at The Wharton School, University of Pennsylvania.

He is a member of the Senior Portfolio Director Group and has served on the firm’s Advisory Council since 2002, where he represents RBC’s Private Client Group for the Western United States. He also serves on RBC’s U.S. Investment Advisory Committee and is a member of the Investments and Wealth Institute, Fiduciary Institute 360, Global Leadership Council, and has served as an accredited investment counselor for The Evelyn Brust Financial Research and Education Foundation. Steve has twice been named Branch Director of the Year at RBC Wealth Management (U.S.).

He’s also been recognized as one of Barron’s Top 1,500 Financial Advisors in the country in 2024, 2025, and 2026, and has been named a Forbes Best-In-State Wealth Advisor in 2021, 2022, 2023, 2024, and 2025.

Outside of work, Steve stays active in his community through his service to several charitable organizations and as an investment partner in two local restaurants. He especially enjoys global travel with his family and watching his kids’ lacrosse and field hockey games from Austin to Boston.

The 2021 Forbes "Best-In-State Wealth Advisors" award was announced February 2021. Data as of 6/30/2020. The award was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance. For more information: www.SHOOKresearch.com.

The 2022 Forbes "Best-In-State Wealth Advisors" award was announced April 2022. Data as of 6/30/2021. The award was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance. For more information: www.SHOOKresearch.com.

The 2023 Forbes "Best-In-State Wealth Advisors" award was announced April 2023. Data as of 6/30/2022. The award was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance. For more information: www.SHOOKresearch.com.

The 2024 Forbes "Best-In-State Wealth Advisors" award was announced April 2024. Data as of 6/30/2023. The award was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings to evaluate each advisor based on qualitative criteria such as: best practices, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance. For more information: www.SHOOKresearch.com.

The 2025 Forbes “Best-In-State Wealth Advisors” award was announced April 2025. Data as of 6/30/2024. The award was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each advisor’s best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance was not an award criterion. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. For more information go to: www.SHOOKresearch.com.

Bill Cariker, CFP®, CIMA®, CRPC®

Senior Vice President - Financial Advisor

210-805-1102 210-240-3695

Rosie Bragdon

Senior Financial Associate

210-805-1107 210-243-8095

Christopher Maas

Senior Client Associate

210-805-1133 210-382-7278

Client Strategies Team

The Client Strategies Team is a resource to help support you in your wealth planning goals, developing a strong understanding of your personal financial objectives, gathering valuable information and addressing complex financial and wealth strategies issues. Explore the bios below to learn more about the team.

Jordan Williams

Wealth Management Consultant

Jordan spearheads the collaborative efforts of the Client Strategies Team support for your financial advisor. She is part of a multidisciplinary group of professionals who provide guidance on investment management, estate planning services, credit solutions, insurance and annuity strategies, professional trustee services and trust consulting, retirement solutions, capital markets engagement, banking solutions and more. Called upon for support at various times throughout your wealth management journey, Jordan works diligently to address clients’ unique situations.

Bill Ringham

Director of Wealth Strategies

Bill serves as a resource for your financial advisor in determining and developing wealth transfer strategies for high-net-worth clients in areas including estate strategies, lifetime giving, personal trust planning, charitable giving, concentrated equity position diversification and employee stock options. In this role, Bill partners with financial advisors to meet with individual clients and their attorneys and/or accountants, as well as to present at client seminars.

Jordan Perschel

Wealth Management Banker

In the wealth management banker role, Jordan acts as the key contact for financial advisors and their clients to build awareness and understanding of the full cash management and lending options available.

Jennifer Linder

Internal Wealth Strategist

As an internal wealth strategist, Jennifer is our subject matter expert in complex planning concepts and the tools that support our planning platform. She also assists advisors with effective client discovery, developing and monitoring wealth plans and planning presentations.

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