Penny Kailing

Senior Vice President - Financial Advisor

Qualifications

I have over 30 years of industry experience, beginning at Robert W. Baird and then joining RBC Wealth Management in 1994.

Most recently, I have earned the firm’s internal, professional designation of accredited Wealth Manager (AWM). By attaining the AWM designation, I have demonstrated advanced knowledge of the firms’ wealth management process with a concentration in the areas of business and retirement planning, insurance solutions, charitable giving, advanced investment strategies, and estate planning.

Prior to this, I received the PLANSPONSOR Retirement Professional designation. Although I am not required to hold this certification as a Financial Consultant at RBC Wealth Management, I chose to pursue it for educational purposes. The studies emphasize: plan sponsor fiduciary issues, deferred compensation and retirement planning for ERISA plans. This accreditation requires passing a final examination and on-going continuing education related to new investment strategies and trends in the retirement industry.

In 2009 I was recognized by Milwaukee Magazine as one of the top wealth managers in the Milwaukee, WI area based on customer service, integrity, knowledge/expertise, communication, value for fee charged, meeting financial objectives, post-sale service, quality of recommendations, and overall satisfaction.

I have been the recipient of numerous chairman and president council awards, which recognize the outstanding achievements of RBC Wealth Management’s financial advisors.

Additionally, I have completed coursework toward my CERTIFIED FINANCIAL PLANNER™ designation.

I attended Indiana University and Butler University where I received my BA degree.

Personal

Currently I reside in Mequon, Wisconsin with my husband, Reed. I enjoy gardening and running to keep up with my two energetic standard poodles. In the community, I serve on the board of directors for Professional Dimensions, a professional women’s group in SE Wisconsin dedicated to providing leadership, mentoring, and advancement of women leaders. I also do volunteer work for a Milwaukee inner-city, community development organization.

Wealth management professionals

Client Strategies Team

The Client Strategies Team is a resource to help support you in your wealth planning goals, developing a strong understanding of your personal financial objectives, gathering valuable information and addressing complex financial and wealth strategies issues. Explore the bios below to learn more about the team.

Janet Engels

Senior Vice President, Director of Portfolio Advisory Group

A 32-year veteran of the securities industry, Janet Engels became Director of RBC Wealth Management’s Portfolio Advisory Group in 2002 following the acquisition of Tucker Anthony Inc. She is Co-Chair of the Global Portfolio Advisory Committee (GPAC) and a member of the firm’s Directors Group. She is also a member of the Financial Women’s Association of New York and a frequent speaker at client seminars throughout the country. She has appeared on CNBC, Fox Business and has been quoted in several leading industry publications. Janet was also the recipient of RBC Wealth Management’s “Irv Weiser Diversity Award” in recognition of her commitment to supporting the education of women and increasing awareness about persons with disabilities. Janet received a B.S. in Business Administration from Bucknell University in Pennsylvania.