Richard Fitzburgh is a senior vice president – financial advisor at RBC Wealth Management where he is a leading financial advisor to high-net-worth individuals, corporations and family offices. RBC Wealth Management is one of North America’s leading diversified financial services companies and provides personal and commercial banking, wealth management services, insurance, investor services and capital market services on a global basis.
During his 30-year career in the financial services industry, Mr. Fitzburgh has developed deep expertise in wealth management and estate planning and works closely with a broad network of trust and estate attorneys. He was acknowledged recently as one of the leading professionals in the US by the Financial Times, which named him one of the “Top 400 Finanical Advisors” for 2016.
Mr. Fitzburgh takes a full-service approach with his clients. This can include assisting them with insurance needs, equity-based lending, asset-protection trusts and sophisticated tax strategies* as part of their overall wealth planning. And, to service clients with needs in the professional money management arena, Mr. Fitzburgh’s practice includes top money managers, two of whom are members of Barron’s Roundtable.
Mr. Fitzburgh works extensively with corporations as well – building 401(K) plans, ESOPs, developing pension and profit sharing options and defined benefit plans. He regularly collaborates with RBC’s top investment bankers on client strategies.
Over time, Mr. Fitzburgh has developed a series of events that make his practice unique. These include an annual investment conference solely for his clients featuring well-known economic professionals with valuable perspectives on global topics. Other events focus on art and culture, notably the tremendously successful Art Basel Miami art fair, which connects clients with interest in the arts to internationally renowned artists – providing three days of insider experiences at this world-renowned venue.
Prior to joining RBC Wealth Management in 2008, Mr. Fitzburgh held positions of increasing responsibility at UBS Paine Webber in New York. He began his career in retail with the storied E.F. Hutton Corporation after graduation from Villanova University.
He is active with the Make-A-Wish Foundation and with UN Women.