A team dedicated to help you succeed.

RBC Wealth Management and its predecessor firms have proudly delivered wealth management services to individuals, families, municipalities, communities and companies of all sizes since 1909 — more than a century of serving our local communities, and helping our friends, families and neighbors reach their financial goals.

Through teamwork, integrity, quality service and leadership, the firm and its professionals have been fortunate enough to stay actively engaged in the success and growth of the people we work with each day, and the communities we work and live in.

Throughout the years, though our name has changed, our values have remained the same; to serve our clients and community with integrity.

Read more to learn about the team of individuals dedicated to helping financial advisors like you build and grow your business, while serving your clients and community with integrity.


Complex Director

Complex directors are responsible for the sustainable growth and profitability of the complex. To achieve this, they focus on helping financial advisors and branch managers improve and grow, supporting RBC Wealth Management’s growth initiatives through the attraction and obtainment of talent, and increasing RBC Wealth Management’s visibility throughout the region.


 

Nate Angelo

Senior Managing Director - Complex Director

206-621-3027

Client Strategies Team

With individual specializations across a variety of financial disciplines, the Client Strategies 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, and their ability to help enhance the effectiveness of wealth management strategies—from recommendations through delivery of solutions.

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Wealth Management Consultant


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Wealth Strategist


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Credit Consultant


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Trust Consultant


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Insurance and Annuity Consultant


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Divisional Retirement Plan Consultant