Steven M Ogle, CIMA®, AWM

Steven M. Ogle, AIF®, AWM, CIMA®

Managing Director - Financial Advisor, Senior Consulting Group

Steve has been providing strategic planning and investment advisory services to individuals and institutions for more than 25 years. After graduating from The University of Texas with a Bachelor of Business Administration degree in finance, he spent seven years at Southwest Business Corporation directing the investment management platform for a multi-billion-dollar financial institution. Since joining RBC Wealth Management in 2000, he has earned several financial designations. In 2001, Steve completed the Certified Investment Management Analyst (CIMA®) program at The Wharton School, University of Pennsylvania. In 2005, he earned the firm’s internal designation of Accredited Wealth Manager (AWM) sponsored by RBC and The Estate and Wealth Strategies Institute at Michigan State University. This credential demonstrates advanced knowledge of the firm’s wealth management process, concentrating in the areas of retirement planning, advanced investment strategies, insurance solutions, charitable giving, and estate and trust planning. In 2006, Steve earned the Accredited Investment Fiduciary (AIF®) designation. In 2013, he was selected as a member of the inaugural Boot Camp for Investment Stewards at the US Military Academy at West Point, New York. Through this program, he served on the Global Leadership Council and received the Global Fiduciary Strategist (GFS) designation. In 2018, Steve graduated from the Securities Industry Institute (SII) three year executive program at The Wharton School, University of Pennsylvania.

He is a member of the Senior Consulting Group and has served on the firm’s Advisory Council since 2002, where he represents RBC’s Private Client Group for the Western United States. He also serves on RBC’s U.S. Investment Advisory Committee and is a member of the Investments and Wealth Institute, Fiduciary Institute 360, Global Leadership Council, and has served as an accredited investment counselor for The Evelyn Brust Financial Research and Education Foundation. In both 2016 and 2017, Steve was named Branch Director of the Year at RBC Wealth Management (U.S.) and in 2018 was recognized in On Wall Street’s Top 75 Branch Managers list. In 2021 and 2022, Steve was named a Forbes' Best-In-State advisor.

Steve is active in his community and has worked closely with several charitable organizations. He currently serves on The Nature Conservancy’s San Antonio Advisory Board and is an investment partner in two local restaurants. Outside of work, Steve enjoys traveling with his wife and two children, coaching youth lacrosse, and serving as a scout leader.

<p>The 2021 Forbes "Best-In-State Wealth Advisors" award was announced February 2021. Data as of 6/30/2020. The award was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance. For more information: <a href="http://www.SHOOKresearch.com" target="_blank">www.SHOOKresearch.com</a>.</p>

<p>The 2022 Forbes "Best-In-State Wealth Advisors" award was announced April 2022. Data as of 6/30/2021. The award was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance. For more information: <a href="http://www.SHOOKresearch.com" target="_blank">www.SHOOKresearch.com</a>.</p>

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.

Robert Stern

Echelon Wealth Strategist

As an RBC Echelon wealth strategist, Robert partners with financial advisors and their ultra-high-net-worth clients to understand what is most important to them and to help develop appropriate strategies that address the client’s objectives and concerns. Robert serves as a knowledgeable resource in the area of complex wealth, including planning strategies for corporate executives, trust and estate planning services, concentrated stock options, business succession planning and philanthropic planning. He also coordinates solutions and external professional services tailored to RBC Echelon clients' needs.

Jordan Perschel

Wealth Management Banker

In the wealth management banker role, Jordan acts as the key contact for financial advisors and their clients to build awareness and understanding of the full cash management and lending options available.

Jordan Williams

Wealth Management Consultant

Jordan spearheads the collaborative efforts of the Client Strategies Team support for your financial advisor. She is part of a multi-disciplinary group of professionals who provide guidance on investment management, estate planning services, credit solutions, insurance and annuity strategies, professional trustee services and trust consulting, retirement solutions, capital markets engagement, banking solutions and more. Called upon for support at various times throughout your wealth management journey, Jordan works diligently to address clients’ unique situations.

Jennifer Linder

Internal Wealth Strategist

As an Internal Wealth Strategist, Jennifer is our subject matter expert in complex planning concepts and the tools that support our planning platform. She also assists advisors with effective client discovery, developing and monitoring wealth plans, and plan presentations.

Aaron Gallardo

Trust Consultant

As a trust consultant, Aaron specializes in personal trust planning and assists in the movement of client trust assets, provides educational and technical guidance relating to personal trusts and advises clients on opportunities with third-party professional trust partners.

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