Financial Advisors
Dallas, TX
The Clift Group at RBC Wealth Management is led by Kevin Clift, CIMA®, CPFA®, a Managing Director with over 33 years of investment experience. The team specializes in comprehensive wealth management for individuals and institutional clients, including retirement planning, education funding, legacy planning, and income stream creation. Recognized as a NAPA Top DC Advisor Team for multiple years, they manage over $100 million in defined contribution assets and provide professional investment strategy, asset allocation, and ongoing performance monitoring.
Ideal for: High-net-worth individuals, business owners planning retirement, institutional clients (Taft Hartley and corporate plans), families seeking comprehensive wealth management
Service area: Dallas, Texas and surrounding areas
NAPA Top DC Advisor Team Recognition: Named a National Association of Plan Advisors Top DC Advisor Team in 2020, 2021, 2022, and 2024, recognizing excellence in managing defined contribution retirement plans with $100+ million in assets.
Extensive Industry Experience: Kevin Clift brings over 33 years of investment experience, including prior tenure as Senior Vice President at Morgan Stanley, ensuring sophisticated portfolio management and institutional-level expertise.
Comprehensive Wealth Services: Offers full-spectrum financial planning including retirement income strategies, education funding, major purchase preparation, family protection, and legacy creation tailored to individual client goals.
Address: 100 Crescent Ct Suite 1500, Dallas, TX 75201
Phone: (214) 775-6431
Website: us.rbcwealthmanagement.com
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