Angie O’Leary
As Head of Wealth Strategies and Solutions for RBC Wealth Management-U.S. and a member of the firm's Executive Committee, Angie O'Leary oversees teams spanning wealth planning, retirement solutions, insurance, annuities, trust and advisory programs to help clients live with greater clarity and confidence in their financial futures.
Angie is a 30-year veteran in financial services and is a passionate advocate for financial literacy and women's financial success. She contributes to industry roundtables and advisory boards and is regularly quoted in the media. She has published numerous white papers and presents at industry events.
In her community, Angie is active with the Alzheimer's Association, Make-A-Wish and Wayside Recovery Center.
RBC Wealth Management, a division of RBC Capital Markets, LLC, is a registered investment adviser and member NYSE/FINRA/SIPC.
Website: www.rbcwealthmanagement.com | LinkedIn
Latest articles by Angie O’Leary
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Retirees: Want to Keep Your Money? Make a Tax PlanYour retirement plan isn't complete unless you have figured out how to lessen the impact of taxes on your nest egg. Here's where to start.
By Angie O’Leary
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How to Plan for Your Three Acts of RetirementPlanning for your retirement years may seem daunting, but considering your differing needs and wants as you transition through these three phases can set you up for success.
By Angie O’Leary
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Thinking About a Side Hustle? Three Things to ConsiderBefore committing the time and energy to a side hustle, ask yourself whether you actually have the time and energy. And don’t forget about the taxes!
By Angie O’Leary
