RBC Wealth Management
Financial Advisors
· Roanoke, VA
Published in partnership with RBC Wealth Management Branch - Roanoke
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RBC Wealth Management's Roanoke branch is a full-service investment firm offering comprehensive wealth management solutions including portfolio management, retirement planning, estate planning, education funding, and company stock option planning. Led by experienced advisors including Managing Director Matthew Wunder, the branch combines RBC's global financial expertise and institutional strength with personalized service to help clients build, preserve, and grow their wealth. They prioritize fiduciary stewardship, fiscal responsibility, and putting client needs first.
Best for: High-net-worth individuals, retirement planners, business owners with company stock, families planning estate transitions
Service area: Roanoke, Virginia and surrounding Mid-Atlantic region
Global Financial Services Platform: Access to RBC's comprehensive resources and depth of expertise as a leading global financial institution with institutional strength and credibility on Wall Street.
Comprehensive Service Offerings: Full range of services including portfolio management, retirement planning, estate planning, education funding, company stock options, and tax-exempt municipal bonds all in one relationship.
Established Local Presence: Experienced team including Managing Director Matthew Wunder leading the branch with deep knowledge of the local Roanoke market and region.
Book online: Book Online Now →
Phone: (540) 404-6600
Address: 110 Franklin Rd SE Suite 400, Roanoke, VA 24011 (Get directions)
Website: us.rbcwealthmanagement.com