rbcwealthmanagement.com

Important information
Sign in

Tuition madness: Are you saving enough for college education goals?

Kelley/McShane Investment Group

Home
About
Wealth management approach
Insights
RBC WealthPlan
RBC Wealth Management Online
Contact

- rbcwealthmanagement.com
Sign in Important information
Home
About
Wealth management approach
Insights
RBC WealthPlan
RBC Wealth Management Online
Contact

This blog is no longer available. Click here to go back to the Blog page

Chelsey Mcshane, NMLS # 2051347 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

, and Chelsey Mcshane, NMLS # 2051347 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

, and Chelsey Mcshane, NMLS # 2051347 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

Read additional advisor disclosures.

Obtain more information about this financial advisor on FINRA's BrokerCheck website

Investment and insurance products offered through RBC Wealth Management are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment risks, including possible loss of the principal amount invested.

Contact information

Kelley/McShane Investment Group

Phone: 406-384-8697

David Kelley, AIF®, AWM

Senior Vice President - Financial Advisor,
Senior Consulting Group

Phone: 406-384-8697

Chelsey Mcshane

Vice President - Financial Advisor

Phone: 406-255-8767

Julia Murphy

Associate Vice President,
Senior Investment Associate

Phone: 406-255-8742

Address

Billings
404 North 31 Street, Suite 300
Billings, MT 59101
View on map

Privacy & Legal

Privacy & security
Legal & disclosures
Terms & conditions
Business continuity plan
Statement of Financial Condition
Advertising and cookies

Royal Bank of Canada Website, © 2009-2024
© 2024 RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE / FINRA / SIPC