Head of Wealth Planning, RBC Wealth Management-U.S
Women in Wealth Reception:
Over the last half-century, women’s roles have evolved and changed, and while strides have been made, women still fall behind men financially in terms of earnings, investing, and retirement savings. As an advisor, you can help empower and educate your female clients on the best ways to fulfill their financial potential. While traditional investing programs have ignored the unique experiences of women that impact their financial lives, modern plans acknowledge the unique circumstances that impact women more than men, including caregiving, gray divorce, and widowhood. Whether you are just starting your career, redefining wealth, planning philanthropic giving, or helping your clients retire, there are steps to help your clients become more confident and empowered when dealing with finances. Walk away with actionable takeaways that allow your clients to take charge of their financial futures at any life stage.
Angie O’Leary is head of wealth planning at RBC Wealth Management-U.S. In this role, O’Leary and her team are focused on helping clients live life with more clarity and confidence through goals-based planning delivered by skilled financial advisors. O’Leary is a 25-year veteran of the financial services industry, most recently serving as the head of investment solutions for U.S. Bank Wealth Management, where she was responsible for investment product management, desktop tools, and digital investment capabilities. She also oversaw the business line’s mutual fund and insurance product distribution relationships. Previously, O’Leary held leadership positions at UBS and Piper Jaffray. She sits on several industry roundtable and advisory boards and often is asked to contribute her expertise. O’Leary has authored numerous white papers, published articles, and is active in the media and press. She has a passion for financial literacy and is an advocate for women and their financial success.