RBC Wealth Management specializes in retirement planning and wealth management strategies, working with clients to anticipate current and future financial needs and to develop a plan to achieve their goals. From families looking for assistance with retirement to small business owners trying to find the best strategy for investing their money, RBC Wealth Management works to develop wealth management strategies best suited to each client.
Financial Advisor, Vice President, and member of RBC Wealth Management’s Financial Advisor Consulting Group, Bob Kenny takes wealth management very personally and strives to exceed his clients’ expectations of what a financial advisor can do for them. “Successfully meeting my client goals and receiving positive feedback from the client gives me the biggest sense of accomplishment,” says Kenny.
Kenny’s career in the financial services industry began in 1996 with AG Edwards. He was recruited by U.S. Bancorp Piper Jaffray in 1998. After working in both private client and institutional investment divisions, Kenny joined RBC Wealth Management in 2006 to service clients and provide successful wealth-management solutions. He currently lives in Omaha with his wife, Caris. Their two children, Bob Jr. and Courtney, live nearby. Kenny holds Series 7, 9, 10, 31, 63, and 65 investment and securities licenses.
With a team of eight wealth-management professionals, RBC Wealth Management creates a customized plan for each client through one-on-one meetings and in-depth discussions about client objectives. RBC Wealth Management’s thorough process assures clients that they will be assisted with the most refined investment-planning tools and sound wealth management strategies. RBC Wealth Management also works to continuously examine each client’s specific financial picture in order to keep clients up-to-date on their financial goals.
As a former president of the Downtown Kiwanis Club and an active member of the Omaha community, Kenny knows how important such personal interaction is. Kenny prides himself that RBC Wealth Management continually provides a customized financial-planning process representative of the integrity and professionalism found in the Omaha business community.
RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC
RBC Wealth Management
1120 S 101 St., Ste. 300
Omaha, NE 68124
866-519-5221 (toll free)