A native of Roanoke, Virginia, Audrey is a 2011 magna cum laude graduate from Campbell University’s esteemed Trust and Wealth Management program. In addition to her Bachelor of Business Administration degree in wealth management, with a minor in financial planning, she also earned a Bachelor of Arts degree in French.
Audrey began her career with U.S. Trust in Boston, where her primary role consisted of interpreting trust and estate documents, administering trust relationships, and advising clients on estate needs. Audrey joined RBC Wealth Management in 2016, utilizing her extensive planning skill set to best serve our valued clients. Not only does Audrey coordinates all of our wealth management planning in addition to leading the administrative and operation components of our Raleigh practice. She is especially devoted to understanding and addressing client needs, in addition to providing exceptional service. Audrey is a CERTIFIED FINANCIAL PLANNER™ professional, has passed the Series 7 and 66 exams and holds her insurance licenses.
Away from work, Audrey enjoys running, yoga, tennis, spending time with her husband, Chris, daughter, Wylkes Anne and her two dogs, Harvey and Victor. She and her family reside in Fuquay-Varina.