RBC WEALTH MANAGEMENT - Key Persons
Job Titles:
- Senior Vice President - Branch Director, Private Client Group, Consulting Group
Andy has over 30 years of experience in the financial industry, beginning his career as a financial advisor with EF Hutton in Charleston, West Virginia after graduating from Marshall University with a BBA in Accounting in 1985. Andrew later worked at Dean, Witter Reynolds and First Bank of Ceredo before joining Ferris, Baker Watts, Inc. in 1993 as a Branch Manager and Financial Advisor. He joined RBC Wealth Management in 2008 as a result of the sale of Ferris, Baker Watts to RBCWM, where he has continued a very successful career running the Huntington, West Virginia office.
Job Titles:
- First Vice President - Branch Director
Ben joined RBC Wealth Management in January 2022-bringing more than two decades of industry experience to the table. Ben began his career in financial services in 2001 at Western & Southern Life, where he primarily offered life and health insurance and annuities. A graduate of Marshall University with a Bachelor of Science degree, Ben quickly moved up the ranks-becoming a sales manager within his first year of work, then being promoted to agency manager, and running his own agency a few years later. In 2005, Ben joined Fifth Third Securities as an investment executive (financial advisor). During a more than 16-year tenure with Fifth Third, Ben was able to grow his client base and build lasting relationships.
Job Titles:
- Senior Registered Client Associate
Job Titles:
- Branch Service Mgr / Sr Registered Client Assoc
Kathy has over 30 years of experience in the financial industry. She joined RBC Wealth Management in 2009 by way of the Ferris, Baker Watts, Inc. merger. Kathy graduated from Marshall University in Huntington, WV with an MBA and BBA in finance. She has passed her Series 7 and 63 exams and holds her Life Insurance license.
Job Titles:
- Senior Investment Associate