Duane Dollar - RBC Wealth Management - Houston, TX
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duane.dollar@rbc.com | (713) 623-9271









Duane  Dollar - Houston, TX
Duane Dollar  CFP®, ChFC 
Associate Vice President - Financial Advisor

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Global Insight: 2012 Outlook

In this special edition of Global Insight we look forward to 2012 and outline a few critical themes, topics, and events that should impact investment portfolios across the globe.  Read Now



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J.D. Power and Associates Ranks RBC Wealth Management Highest in Investor Satisfaction
We are proud to share that RBC Wealth Management was ranked "Highest in Investor Satisfaction With Full Service Brokerage Firms" in the J.D. Power and Associates 2011 Full Service Investor Satisfaction StudySM. Indeed, receiving this honor reflects our steadfast commitment to putting clients' interests first, as well as our firm’s leadership in restoring the investing public’s confidence in the financial system and markets. View press release.
 

You Can Rely on My Experience and Expertise
I advise individuals in all six areas of wealth management. With the firm’s comprehensive Wealth Management services and solutions, I assist clients in developing and implementing effective strategies to create and sustain wealth.

I believe in efficient, lower cost portfolios that are tailored to suit each client’s individual needs. I create holistic wealth management plans utilizing a defined six steps.  This helps ensure that my client’s financial needs are met and that their wealth plan is complete and dynamic.

With over 20 years of experience in the financial services industry, I am able to bring a depth and breadth of planning to help clients reach their financial and life goals. I have a passion for helping people and building long-term relationships.


Duane Dollar is currently registered to conduct business with residents of the following states: AL, AR, CA, LA, MI, MN, SC, TX

Non-U.S. residents click here. Please note that not all of the services and products mentioned in this site are available in every state. The information within this web site has been prepared for informational purposes only and is not an offer to buy or sell, or a solicitation of an offer to buy or sell, any security or instrument or to participate in any particular investment or trading strategy.



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01/27/2012
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