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RBC Wealth Management

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Summit Legacy Wealth Advisors

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      • RBC Wealth Management
        • rbcwealthmanagement.com
      • Sign in Important information
      • Home
      • About
        • About our team
        • The RBC Wealth Management difference
        • Client experience
      • Wealth management approach
      • Transfer Accounts
      • Insights
      • Contact
      Read additional advisor disclosures.

      Obtain more information about this financial advisor on FINRA's BrokerCheck website

      Investment and insurance products offered through RBC Wealth Management are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment risks, including possible loss of the principal amount invested.

      Contact information

      Summit Legacy Wealth Advisors

      Phone: 406-455-8378

      Dan Ball, CEPA®

      Senior Managing Director - Financial Advisor

      Phone: 406-455-8378
      Cell: 303-916-1174

      Rhad Keel

      Senior Vice President - Financial Advisor,
      Senior Portfolio Manager

      Phone: 406-455-8349
      Cell: 406-217-6575

      Andrew Dowd

      Investment Associate

      Phone: 406-455-8346
      Cell: 406-870-1990

      Brenda Kochevar

      Senior Investment Associate

      Phone: 303-488-3617
      Cell: 720-614-9260

      Address
      Great Falls
      101 River Dr. N, Suite 101
      Great Falls, MT 59401
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