As the RBC Wealth Management Complex Director in Dallas, my primary responsibility is to ensure our clients have access to all of the resources RBC Wealth Management offers through the highest quality Financial Advisors and support. I recruit, retain, manage and mentor Financial Advisors and support staff to deliver world class financial advice and customer service to our clients.
I have been honored as RBC Wealth Management’s Complex Director of the Year in 2007, 2011, 2014, 2015, and 2016 as well as earning the Recruiting & Onboarding Award in 2015, 2016, and 2017 for helping our new recruits bring over 101% of their assets within their first year. Under my leadership, the Dallas Complex has been presented with the 2008, 2011, 2012, 2014, 2015, 2016, and 2017 Outstanding Complex Award, given to the top complex on their performance in areas of profitability, net revenue growth, net income, as well as other areas that determine complex excellence. I was also recognized as one of OnWallStreet’s Top 10 Leading Branch Managers in 2017.
Former RBC Wealth Management CEO, John Taft, has said, “Andy could be called the ‘poster child’ for what it takes to be Complex Director of the Year. He leads by example and is focused on continuous improvement. He has a high level of integrity and sets high standards for all, starting with himself. He inspires employees to be the best they can be and encourages engagement with the community. Andy embraces our strategic initiatives and achieves success. I congratulate and thank Andy for his strong leadership.”
I believe in giving back to the community. I enjoy volunteering and serving on the Executive Board of SMU’s Meadows School of The Arts. I have previously served as Chairman at TACA (The Arts Community Alliance), board member of Shelton School in Dallas, and the New York Military Academy.