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Kevin Roberts, Certified Equity Professional® Email & Phone Number

Vice President – Financial Advisor, Senior Portfolio Manager – Portfolio Focus at RBC Wealth Management at RBC Wealth Management
Location: Houston, Texas, United States 3 work roles 1 school
1 work email found @rbc.com 2 phones found area 713 LinkedIn matched
4 data sources Profile completeness 86%

Contact Signals · 1 work email · 2 phones

Work email k****@rbc.com
Direct phone (713) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
RBC Wealth Management
Role
Vice President – Financial Advisor, Senior Portfolio Manager – Portfolio Focus at RBC Wealth Management
Location
Houston, Texas, United States
Company size
6359 employees

Who is Kevin Roberts, Certified Equity Professional®? Overview

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Quick answer

Kevin Roberts, Certified Equity Professional® is listed as Vice President – Financial Advisor, Senior Portfolio Manager – Portfolio Focus at RBC Wealth Management at RBC Wealth Management, a company with 6359 employees, based in Houston, Texas, United States. AeroLeads shows a work email signal at rbc.com, phone signal with area code 713, and a matched LinkedIn profile for Kevin Roberts, Certified Equity Professional®.

Kevin Roberts, Certified Equity Professional® previously worked as Senior Vice President - Financial Advisor at RBC Wealth Management at Rbc Wealth Management and Senior Vice President - Financial Advisor at Morgan Stanley. Kevin Roberts, Certified Equity Professional® holds Bs, Accounting from Louisiana Tech University College Of Business.

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Email format at RBC Wealth Management

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*@rbc.com
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AeroLeads found 1 current-domain work email signal for Kevin Roberts, Certified Equity Professional®. Compare company email patterns before reaching out.

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Profile bio

About Kevin Roberts, Certified Equity Professional®

With a wide range of resources from across RBC, I work to help integrate my clients' stock plan awards into their broader financial picture, transforming independent assets and accounts into a cohesive, fully integrated plan while understanding the regulatory complexities that may challenge these desires.My team works with corporations, corporate executives, and high net worth individuals. Some of the areas we help our clients with include:**Rule 144 Transactions**10b5-1 Plans**Directed Share Programs**Stock Options**Employee Stock Purchase Plans**Wealth Management Planning**Portfolio ManagementFor more information, please visit: https://www.rbcwmfa.com/kevin.roberts/NASPP Member (Houston Chapter President)Certified Equity Professional®Please visit http://www.rbcwealthmanagement.com/us/en/legal for important disclosure information. Non-deposit investment products offered through RBC Wealth Management are not FDIC insured, are not a deposit or other obligation of, or guaranteed by, a bank, and are subject to investment risks, including possible loss of the principal amount invested. Securities offered through RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC.

Current workplace

Kevin Roberts, Certified Equity Professional®'s current company

Company context helps verify the profile and gives searchers a useful next step.

RBC Wealth Management
Rbc Wealth Management
Vice President – Financial Advisor, Senior Portfolio Manager – Portfolio Focus at RBC Wealth Management
toronto, ontario, canada
Website
rbcwealthmanagement.com
Employees
6359
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Company profile
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3 roles

Kevin Roberts, Certified Equity Professional® work experience

A career timeline built from the work history available for this profile.

Senior Vice President - Financial Advisor At Rbc Wealth Management

Current
Rbc Wealth Management

Houston, TX

May 2017 - Present

Senior Vice President - Financial Advisor

Morgan Stanley

Houston, Texas Area

Feb 2008 - May 2017
Team & coworkers

Colleagues at RBC Wealth Management

Other employees you can reach at rbcwealthmanagement.com. View company contacts for 6359 employees →

JM Joanna Mcaviney Joanna Mcaviney Colleague at Rbc Wealth Management Jersey, Jersey View → RC Richard Costa, Cfp® Richard Costa, Cfp® Colleague at Rbc Wealth Management United States, United States View → SB Stuart Bristow Stuart Bristow Colleague at Rbc Wealth Management Media, Pennsylvania, United States, United States View → BW Benjamin Walkes Benjamin Walkes Colleague at Rbc Wealth Management Canada, Canada View → JP Jeremy Plisko Jeremy Plisko Colleague at Rbc Wealth Management Fort Collins, Colorado, United States, United States View → JW Joanne White, Mba, Cfp Joanne White, Mba, Cfp Colleague at Rbc Wealth Management Bedford, Nova Scotia, Canada, Canada View → JW John Whalen, Cima® John Whalen, Cima® Colleague at Rbc Wealth Management Wheat Ridge, Colorado, United States, United States View → MM Monica Mattson Monica Mattson Colleague at Rbc Wealth Management Minneapolis, Minnesota, United States, United States View → AW Anthony Webb Anthony Webb Colleague at Rbc Wealth Management Pikesville, Maryland, United States, United States View → JD Jeff Davenport Jeff Davenport Colleague at Rbc Wealth Management Pasadena, California, United States, United States View →
1 education record

Kevin Roberts, Certified Equity Professional® education

FAQ

Frequently asked questions about Kevin Roberts, Certified Equity Professional®

Quick answers generated from the profile data available on this page.

What company does Kevin Roberts, Certified Equity Professional® work for?

Kevin Roberts, Certified Equity Professional® works for RBC Wealth Management.

What is Kevin Roberts, Certified Equity Professional®'s role at RBC Wealth Management?

Kevin Roberts, Certified Equity Professional® is listed as Vice President – Financial Advisor, Senior Portfolio Manager – Portfolio Focus at RBC Wealth Management at RBC Wealth Management.

What is Kevin Roberts, Certified Equity Professional®'s email address?

AeroLeads has found 1 work email signal at @rbc.com for Kevin Roberts, Certified Equity Professional® at RBC Wealth Management.

What is Kevin Roberts, Certified Equity Professional®'s phone number?

AeroLeads has found 2 phone signal(s) with area code 713 for Kevin Roberts, Certified Equity Professional® at RBC Wealth Management.

Where is Kevin Roberts, Certified Equity Professional® based?

Kevin Roberts, Certified Equity Professional® is based in Houston, Texas, United States while working with RBC Wealth Management.

What companies has Kevin Roberts, Certified Equity Professional® worked for?

Kevin Roberts, Certified Equity Professional® has worked for Rbc Wealth Management, Morgan Stanley, and Merrill Lynch.

Who are Kevin Roberts, Certified Equity Professional®'s colleagues at RBC Wealth Management?

Kevin Roberts, Certified Equity Professional®'s colleagues at RBC Wealth Management include Joanna Mcaviney, Richard Costa, Cfp®, Stuart Bristow, Benjamin Walkes, and Jeremy Plisko.

How can I contact Kevin Roberts, Certified Equity Professional®?

You can use AeroLeads to view verified contact signals for Kevin Roberts, Certified Equity Professional® at RBC Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did Kevin Roberts, Certified Equity Professional® attend?

Kevin Roberts, Certified Equity Professional® holds Bs, Accounting from Louisiana Tech University College Of Business.

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