Roni Kuzma, Larry Van Atta and Anne-Marie Wade, senior vice president, all financial advisers RBC Wealth Management, were recently named to RBC Wealth Management’s president’s council.
The president’s council award annually recognizes employees for outstanding performance and professional growth, and demonstrating leadership in client service.
Additionally, eight financial advisers recently received recognition at RBC Wealth Management.
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Teresa Darnielle, Sally Hedrick, John McCalla, Roni Kuzma, Susan Sullivan, J.F. Sowerwine, Bill Tierney and Larry Van Atta were selected to be a member of the firm’s consulting group, an exclusive group of advisers recognized for their success in building consultative, fee-based businesses. To qualify for the 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.
Financial advisers assist individual and corporate clients in selecting appropriate investments including stocks, taxable and tax-exempt bonds, options and mutual funds. They also assist clients with retirement plans and money management programs.