Let us help you grow more than wealth


Welcome to the Monterey Branch

The Monterey Branch of RBC Wealth Management is located in the Ryan Ranch Business Park.  We are located just a few minutes from the Monterey Regional Airport with convenient access to the Monterey Peninsula. 

RBC Wealth Management has had a presence in the Monterey area for the last 10 years.  Our branch is staffed with financial advisors and staff members who are dedicated to RBC’s Collective Ambition – our purpose, vision and values.  RBC’s Collective Ambition is the articulation of what we stand for, why we’re here and how we’ll win as One RBC.

Our internal consulting team serves as a unique resource to RBC Wealth Management financial advisors. Our clients and advisors both benefit from the collective expertise of this team of professionals, specializing in numerous wealth management strategies including, but not limited to, Wealth Planning, Retirement Analysis and Fixed Income.

Take the next step

Whether you're a current client who would like to review your portfolio, a prospective client that would like to learn more about our approach, or an advisor who wants to join an industry leader, we want to hear from you. Please click contact us to set up a meeting.

Our Team

Our team is located at

4 Lower Ragsdale Dr., Monterey, CA, 93940, USA

Drew Lyon

Branch Network Director

Bulletin Board

Latest Insights

Woman walking in varied terrain

An evolving market landscape

We survey the macro factors shaping the global economy, and their implications for portfolio positioning as 2024 unfolds.

Read more