Wes is a co-team lead and focuses on plan design, vendor due diligence and plan committee reviews. Prior to joining RBC Wealth Management, Wes oversaw Morgan Stanley’s retirement advisory services in the western United States. His breadth of experience includes extensive work in the areas of vendor searches and RFPs, as well as detailed investment menu analysis. He holds the Certified 401(k) Professional® designation and is a CERTIFIED FINANCIAL PLANNER™ professional.