Palos Heights - About the Palos Heights team

Teresa Soppet, AWM

Senior Vice President - Branch Director, Senior Portfolio Manager - Portfolio Focus

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Qualifications

Teresa has served in the financial industry for over 25 years with a focus on investment management and investment counseling. She holds a Bachelor of Science in Business, has passed the Series 7, 63 and 65 exams and also holds her state life insurance license. Additionally, Teresa participate in RBC Wealth Management’s Portfolio Focus Program, where only a select group of RBC Wealth Management Financial Advisors are eligible.

In addition, Teresa holds the professional designation of Accredited Wealth Manager (AWM) sponsored through RBC Wealth Management and Michigan State University. Accredited by the Estate and Wealth Strategies Institute at Michigan State University, the coursework was designed in conjunction with the Academy of Multidisciplinary Practice, Inc. The Academy was founded by Robert A. Esperti and Renno L. Peterson, nationally and internationally recognized authorities in the fields of wealth, estate, and charitable planning for the highly affluent.

Personal

Teresa is a strong supporter of community responsibility and tend to favor the arts and organizations that contribute to the education of future generations. Activities include serving last fifteen years on the Board of Directors for Women Employed, a Chicago-based women advocacy organization whose mission is to improve the economic status and opportunity for women and remove barriers to economic equality . Also previously, served on the Board of Directors for Rush Hour Concerts, which provides free weekly concerts through their Summer Concert Series at St. James Cathedral, Hosts of Make Music Chicago, as well as Community Engagement Residencies at two of Chicago communities. Other community activities include serving on the benefit committee for the Renaissance Society at the University of Chicago; and past board of directors for a former Chicago art magazine.

Teresa resides in Palos Heights and has three children. Besides volunteering and being involved in the community, she enjoys reading, walking, and Chicago’s many arts and theater venues.

Tina Wilson, APP

Branch Service Manager/Senior Investment Assoc

708-364-2025

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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.

John Panter

Wealth Management Banker

In the wealth management banker role, John 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.

Tom Nagle

Trust Consultant

As a trust consultant, Tom 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.

Bill Ringham

Director of Wealth Strategies

Bill serves as a resource for your financial advisor in determining and developing wealth transfer strategies for high-net-worth clients in areas including estate strategies, lifetime giving, personal trust planning, charitable giving, concentrated equity position diversification and employee stock options. In this role, Bill partners with financial advisors to meet with individual clients and their attorneys and/or accountants, as well as present at client seminars.

City National Bank banking advisor

City National Bank banking advisors serve as a resource to RBC Wealth Management financial advisors. Together, we gather valuable information and develop a stronger understanding of your financial objectives to support a comprehensive wealth strategy.

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Ryan Knernschield

Vice President - Senior Banking Advisor

Ryan works collaboratively with RBC Wealth Management financial advisors to identify banking solutions that help clients achieve their financial and business goals. Ryan's in-depth understanding of City National Bank's mortgage, commercial, private banking and consumer lending capabilities allows him to develop effective recommendations that can complement a client's financial plan.

About our team