Angie O'Leary

Head of Wealth Planning and Insured Solutions,

RBC Wealth Management

Head of Wealth Planning at RBC Wealth Management
30 Years Experience in the financial services industry
Previously with US Bank Wealth Management, UBS, and Piper Jaffray

About Angie

Angie O'Leary is head of Wealth Planning at RBC Wealth Management - US. In this role, she and her team are focused on helping clients live life with more clarity and confidence through goals-based planning delivered by skilled financial advisors. Ms. O'Leary is a 30-year veteran of the financial services industry. Prior to joining RBC in 2017, she was the head of investment solutions for US Bank Wealth Management where she was responsible for investment and insurance products, financial planning and the digital investment capabilities. Prior to her career at U.S. Bank, O'Leary previously held leadership positions at UBS and Piper Jaffray.