We are proud of our service-oriented culture dedicated to putting clients first and we are committed to ensuring all advisors and clients enjoy a smooth transition to RBC Wealth Management. Scroll through our team members below to learn more about who we are and how we can be of service to you.

Chuck Evans, AIF®

Senior Vice President - Branch Director, Advanced Wealth Manager

831-333-5916 | Email |
831-333-5914

Qualifications
I have been in financial services for over 35 years, over 25 of which have been with RBC Wealth Management. I have had the privilege to serve as Branch Director for the San Jose branch as well as Complex Director for the San Francisco Complex. These experiences provided me with a unique understanding of the global reach of RBC as well as the resources that are available to help my clients with their investment and wealth management needs. These resources include a team of seasoned professionals that assist my clients with estate and retirement income planning, trust services and corporate services.

I earned the firm's designation of Accredited Wealth Manager (AWM) through an education program sponsored by RBC Wealth Management and Michigan state. This program was designed to provide Financial Advisors with cutting-edge strategies and training on the firm's wealth management process. Additionally, I have received the Accredited Investment Fiduciary (AIF®) designation that demonstrates knowledge and competency in the area of fiduciary responsibility. 

Prior to my career in financial services, I played professional football with the New Orleans Saints for two seasons. I graduated from Stanford University with a degree in Economics. In 2005, I was inducted into the Stanford Athletics Hall of Fame for my achievements as a football player. Consequently, I have a unique perspective of the needs and financial concerns facing professional athletes.

Personal
I live in Morgan Hill with my wife Sheri. We have two children Elizabeth and Chuck who are both pursuing thier own careers. Elizabeth as a photographer with her own business and Chuck as an engineer with Cisco.  I spent 10 years managing my son's traveling baseball team-an endeavor that took us coast to coast and gave me a lifetime of great memories. I have also led two high school teams to league titles in football and baseball. Currently, some of my time is devoted to the Athletic Board at Stanford, an advisory group to the Athletic Director. From 1991-1994, I served as Board Chairman of the Buck/Cardinal Club and continue to be a board member in an ongoing effort to raise money for Stanford Athletics. Our two Bassett Hounds, Franklin and Emmett are our constant companions.

Kathleen Huggins

Branch Service Mgr/Sr Registered Client Assoc

831-333-5907 | Email
831-333-5914

Kathleen joined RBC Wealth Management in April 2012, after spending numerous years within the banking and educational sectors. Kathleen received her BA from California Coast University in 2003. In 2013, she received the RBC Award of Excellence where she was recognized for her exceptional performance. In addition, Kathleen also received an award in 2014 for promoting Culture throughout the RBC San Francisco Complex. She successfully completed the Series 7 licensing exam in May 2016. 

Kathleen is actively involved in non-profit/service organizations within the community. Under her leadership, Kathleen helped fundraise over $1 million for the American Cancer Society, three consecutive years. She believes in giving back to one's community and has passed this philosophy onto her two daughters, Alexandra & Olivia. In addition to family time, Kathleen enjoys photography, golfing, and playing with her 2 border collies.