Bob Marshall
Senior Vice President – Financial Advisor, Consulting Group at RBC Wealth Management
- Role
- Senior Vice President Financial Advisor at RBC Wealth Management
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
About Bob Marshall
My brother Bill and I create financial security for individuals and their families. We…
Experience
Senior Vice President Financial Advisor
May 2013 — Present · San Francisco, CA, US
As your Financial Advisor, I can help you define and meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together to help preserve and grow wealth, you’ll have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.At RBC Wealth Management, we believe that identifying financial solutions begins with a solid understanding of each client’s situation, goals, objectives and risk tolerance. We follow a disciplined process that enables us to work with you to craft a solution that helps to meet your individual financial needs: Develop a thorough understanding of your financial goals and objectives Review and analyze your current financial situation Identify and tailor solutions that can help you meet your individual needs Help implement your customized strategy, including personalized services Review your strategy, meeting periodically to discuss your goals and needs Whatever your financial goal—whether to grow your wealth, preserve it or pass it on to others, you can count on us to help you with a strategy that is personal.Please visit for important disclosure information. Investment and insurance products offered through RBC Wealth Management are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment risks, including possible loss of the principal amount invested. RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC.
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