Senior Vice President - Financial Advisor@ RBC Wealth Management
Seattle, Washington, United States
Neil McDevitt
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FlashIntel GPTNeil McDevitt is a highly experienced professional with 36.6 years of work experience in the financial services industry. He specializes in alternative investments, estate planning, and financial advisory. Currently, he serves as the Senior Vice President at RBC Wealth Management in Seattle, Washington. Neil has a strong background in portfolio management and asset allocation, and has worked with reputable organizations such as GSBA and RBC Wealth Management. With his expertise in strategic financial planning and relationship management, Neil is a valuable asset in the financial services sector.
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About
Senior Vice President at RBC Wealth Management
Work Experience
Senior Vice President - Financial Advisor
Financial Services
Neil McDevitt's Professional Milestones
- Senior Vice President - Financial Advisor (1994-10-01~): Developed and implemented strategic financial plans to optimize client's financial performance and drive significant financial growth.
- Emeritus Chair Of The GSA Scholarship Program & Fund (2000-11-01~2013-01-01): Revitalized scholarships programs and raised significant funds to provide valuable service to GSA students and educators.
Skill
Alternative Investments
Estate Planning
Series 63
Financial Advisory
Fixed Annuities
Fixed Income
Insurance
Retirement Planning
Wealth Management Services
Portfolio Management
Iras
Investments
Relationship Management
401k
Asset Allocation
Investment Advisory
Financial Services
Equities
Wealth Management
Mutual Funds
Strategic Financial Planning
Finra
Investment Strategies
Asset Management
Separately Managed Accounts
Credit
Etfs
Retirement
Series 65
Series 7
Securities
Hedge Funds
Investment Management
Certification
Colleagues
David Schmitz
Product Owner
Mark Davidson
owner rbc wealth management
Darren Bank, CPA, CA
vice president business owner specialist high net worth planning services at rbc wealth management
Eva Bitri
Product Owner
Darrin Thomas
quality analyst at rbc dain rauscher and owner appraisal company
Other Named Neil McDevitt
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We found 2 Neil McDevitt's email addresses
We found 1 Neil McDevitt's phone numbers
Neil McDevitt's social media include: Linkedin,
Neil McDevitt works for RBC Wealth Management
Neil McDevitt's role in RBC Wealth Management is Senior Vice President - Financial Advisor
Neil McDevitt works in the industry of Financial Services
Neil McDevitt's colleagues are David Schmitz,Mark Davidson,Darren Bank, CPA, CA
Neil McDevitt's latest job experience is Senior Vice President - Financial Advisor at RBC Wealth Management
