RBC Wealth Management Branch – Minneapolis

RBC Wealth Management Branch - Minneapolis is a financial planner in Minneapolis, MN. It holds a rating of 4.50 based on 8 reviews. The branch operates from 250 Nicollet Mall, Suite 2000. The Client Strategies Team supports wealth planning goals by addressing complex financial and wealth strategy issues. Advisors include Bill Boehm, AWM, CIMA®, Senior Managing Director and Complex Director; Melissa Moser, Vice President and Complex Assistant Manager; Dawn Barrett, Associate Vice President and Complex Assistant Manager; and Bryan McMullen, Associate Vice President and Complex Assistant Manager. Griffin partners with financial advisors to meet with individual clients and their attorneys and accountants. Dean serves as an RBC Echelon wealth strategist for ultra-high-net-worth clients, addressing objectives in planning strategies for corporate executives, trust and estate planning, concentrated stock options, business succession planning, and philanthropic planning. Sara serves as a trust consultant specializing in personal trust planning, assisting in the movement of client trust assets and providing educational guidance. Jessica is a retirement planning consultant who provides guidance on individual and employer-sponsored retirement plans. Henry is an alternative investments consultant skilled in private markets, real assets, hedge funds, and select tax-considerate investment strategies, offering portfolio construction advice and fund selection guidance. The branch maintains a solid reputation among the customers it has served. RBC Wealth Management Branch - Minneapolis delivers specialized wealth management services to Minneapolis clients seeking expert financial planning and complex strategy support.

BizScoreAI gives the business a Technical score of 79 out of 100, which means the website is technically sound and secure so search engines can read it without errors. The Discoverability score is 75 out of 100, ensuring AI crawlers are allowed in to find every page as the first step before any AI assistant can recommend the business.

Services:

• Estate Planning
• Financial Planning
• Investment Advisory
• Portfolio Management
• Retirement Planning