RBC Wealth Management, one of the nation’s largest full service securities firms, recently recognized advisers in the firm’s Billings office.
Financial advisers Sally Hedrick, David Kelley, John McCalla, Roni Kuzma, Susan Sullivan, J.F. Sowerwine, Bill Tierney and Larry Van Atta were selected to be members of the firm’s Consulting Group, an exclusive group of advisers recognized for their success in building consultative, fee-based businesses. To qualify for this group, the advisers demonstrated a commitment to a consultant-based investment practice, helped clients build investment portfolios and maintained an excellent record of customer service.
RBC Wealth Management financial advisers assist individual, corporate and institutional clients by providing a wide array of Wealth Management solutions such as stocks, taxable and tax-exempt bonds, options and mutual funds. They also assist clients with retirement plans and money management programs.