William D. Fee

William D. Fee Email and Phone Number

Associate Vice President - Financial Advisor at RBC Wealth Management @ RBC Wealth Management
toronto, ontario, canada
William D. Fee's Location
Eden Prairie, Minnesota, United States, United States
William D. Fee's Contact Details
About William D. Fee

Bill has spent over 40 years in the Financial Services Industry helping individuals, families and business owners identify and achieve their investment, insurance and financial planning needs. Bill distinguishes his practice by going beyond the single dimension of investments to find innovative solutions that integrate with the other aspects of his clients' financial lives. He is a graduate of Gustavus Adolphus College in St. Peter, MN, with a B.A. degree in Business Administration. Bill holds the Series 7 and 66 licenses as well as Life and Health Insurance licenses. He and his wife, Patty, live in Eden Prairie, MN.

William D. Fee's Current Company Details
RBC Wealth Management

Rbc Wealth Management

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Associate Vice President - Financial Advisor at RBC Wealth Management
toronto, ontario, canada
Website:
rbcwealthmanagement.com
Employees:
6359
William D. Fee Work Experience Details
  • Rbc Wealth Management
    Associate Vice President - Financial Advisor
    Rbc Wealth Management Nov 2018 - Present
    Wayzata, Minnesota
    Please visit http://www.rbcwealthmanagement.com/us/en/legal 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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  • Ubs
    Investment Associate
    Ubs Aug 2010 - Nov 2018
    About Randolph Wealth Management Partners: Our practice oversees wealth management for a select group of families, business owners, corporate executives, and professionals by providing boutique family office services. We are focused on guiding our clients to achieve their financial objectives with transparency, and with a disciplined and repeatable process. Our advice and guidance is tailored to support our clients’ current lifestyle, retirement income needs, family legacy goals and philanthropic interests. Our goal is to be the essential partner with our clients and their advisors.
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  • Merrill Lynch
    Financial Advisor
    Merrill Lynch Mar 2005 - Sep 2010
    View
  • Morgan Stanley
    Financial Advisor
    Morgan Stanley Jan 2002 - Mar 2005
    View

William D. Fee Skills

Investments Life Insurance Financial Planning Retirement Planning Family Office

William D. Fee Education Details

Frequently Asked Questions about William D. Fee

What company does William D. Fee work for?

William D. Fee works for Rbc Wealth Management

What is William D. Fee's role at the current company?

William D. Fee's current role is Associate Vice President - Financial Advisor at RBC Wealth Management.

What is William D. Fee's email address?

William D. Fee's email address is bi****@****ail.com

What is William D. Fee's direct phone number?

William D. Fee's direct phone number is +195224*****

What schools did William D. Fee attend?

William D. Fee attended Gustavus Adolphus College, Edina High School.

What skills is William D. Fee known for?

William D. Fee has skills like Investments, Life Insurance, Financial Planning, Retirement Planning, Family Office.

Who are William D. Fee's colleagues?

William D. Fee's colleagues are Reixach Don, Linda Logan, Nathalie Paquin, Yusra Hussein, Lisa Neil, Chandra Smith, Cfa, Fdp, Audrey Wach, Mba, Pfp.

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