Gary Kleinschmidt, AAMS®, CFP®

Senior Vice President - Financial Advisor, Private Client Group, Senior Consulting Group

563-441-3902 | Email
563-441-3950

I have been helping clients achieve their financial goals and objectives for over 38 years. I graduated from Bradley University in 1975 with a Bachelor of Arts degree and 1976 with a Master of Arts degree. Immediately after completing graduate school, I joined RBC Wealth Management as a Financial Consultant. I currently hold professional certifications from the College for Financial Planning as an Accredited Asset Management Specialist and as a CERTIFIED FINANCIAL PLANNER® certification from the CFP Board of Standards, Inc. I served as Branch Director for the Davenport, Iowa office for the past 15 years.

 

I currently reside in Davenport, Iowa with my wife, Cindy. We enjoy spoiling our grand-children whenever possible and traveling as time permits. I have been involved in a number of community activities over the years, including six years as a Director on the Davenport Board of Education and seven years as a Commissioner on the Davenport Zoning Board of Adjustment. I also continue to volunteer in various community service organizations and charities.

Holly Kennedy, CFP®

Financial Advisor

563-441-3940 | Email |
563-441-3950

Holly graduated from Western Illinois University with a Board of Governers Bachelor's degree and a concentration in Business Administration. She began her career at RBC Wealth Management in 2000 as a Registered Client Associate, and has also served as the Branch Service Manager for the Davenport branch. Over the past 17 years, her roles and responsibilities have evolved away from the management and compliance end of the spectrum, into direct client relationships and comprehensive wealth management planning. She currently holds the Series 7, Series 66, Series 9, Series 10, and Insurance Licenses. She has a passion for helping her clients understand and embrace the process of financial planning, helping them reach their financial goals and dreams.

Holly lives in Bettendorf with her husband, Dan, and their two daughters Morgan and Mackenzie. She is a big sports fan, and spends her free time following various teams and playing golf. She is also active in her community as a member of the Quad City Singers, and the Psi Beta parents club treasurer for the Chi Omega sorority.

Cody Williams

Registered Client Associate

563-441-3924 | Email
563-441-3950

Cody spent two years working as a Client Associate at Morgan Stanley before joining RBC Wealth Management in 2016. Cody focuses on providing excellent customer service and works diligently to meet client needs.

Cody is a Quad Cities native and graduated from Orion High School in 2009. After high school, he spent two years in junior college playing baseball. He later studied at DePaul University in Chicago, graduating in 2013 with a degree in finance. Since joining RBC, Cost has passed the Series 7 and Series 66 exams.

He currently lives in Bettendorf after making his first home purchase, and loves his new place. In his free time, Cody enjoys practicing fitness and nutrition, playing volleyball and softball, and sampling new food and wines surrounded by friends and family.