RBC Wealth Management recently named three financial advisers to its director’s council and to its senior consulting group.
Dave Kelley and James Sowerwine, senior vice president, were named to RBC Wealth Management’s Director’s Council.
The director’s council award annually recognizes employees for outstanding performance and professional growth, and demonstrating leadership in client service.
Anne-Marie Wade, senior vice president, was selected as a member of the firm’s senior consulting group, an exclusive group of advisers recognized for their success in building consultative, fee-based businesses. The senior consulting group is the highest level of recognition that the firm bestows upon its fee-based financial advisers.
To qualify for the group, Wade 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.