Kristen David, Financial Advisor at RBC Wealth Management

Kristen David, Financial Advisor at RBC Wealth Management Helping you grow more than your wealth. I specialize in offering individualized retirement savings and retirement income planning services.

As a wealth manager with over 30 years of experience, my top priority is to foster a long-term relationship with my clients in order to help them create financial security and achieve their financial goals. I am committed to make a difference in my clients’ lives through a comprehensive and customized approach to managing wealth. My goal is to help my clients plan to achieve their personal, family

and business dreams. I currently maintain Series 7, 66, and life, health, and variable annuity licences. I am very active in my community as a board member of Save Our Schools, a non-profit organization that invests in educational opportunities for at-risk students of the Twin Cities. I was born and raised in Minneapolis and attended the University of Minnesota Carlson School of Management. I reside in Golden Valley, Minnesota with my husband Gary, our three kids – Michael, Steven, and Jane, and our dog Pluto.

Address

250 Nicollet Mall, Suite 2000
Minneapolis, MN
55401

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+16123131234

Website

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