RBC Wealth Management–U.S. has appointed Shawn Bernhard as Complex Director for its Texas South region, expanding the firm’s leadership team responsible for supporting financial advisors and wealth management operations across Texas and Louisiana.
Bernhard brings more than 25 years of financial services experience, including senior leadership positions at UBS Wealth Management and Raymond James.
The appointment strengthens RBC Wealth Management’s regional management capabilities as the firm focuses on advisor development, client service, and business growth.
Before joining RBC, Bernhard served as a Managing Director and Branch Manager at Raymond James, where she led the firm’s Tucson, Arizona, office.
Earlier in her career, she held several leadership positions at UBS Wealth Management, overseeing major markets in Arizona.
Her experience includes managing financial advisory teams, supporting business development, recruiting and developing talent, and overseeing wealth management operations.
As Complex Director for Texas South, Bernhard will work with financial advisors and regional leadership to support the firm’s growth initiatives and client service capabilities.
The position involves coordinating advisor resources, promoting professional development, and strengthening collaboration across the firm’s local offices.
RBC Wealth Management provides investment management, retirement planning, financial planning, and other advisory services to individuals, families, and businesses.
The firm’s services include customized wealth management solutions for high-net-worth clients with complex financial circumstances.
Its financial advisors work with clients on portfolio construction, wealth preservation, retirement income planning, and other financial objectives.
Bernhard’s appointment adds an experienced regional leader with a background in both large financial institutions and independent financial advisory operations.
Her career also includes involvement in professional organizations focused on supporting women in the financial services industry.
She previously served as Chair of the Women’s Wealth Advisors of Arizona and has participated in the Women’s Alliance of Financial Advisors.
Bernhard has also supported the American Heart Association’s Go Red for Women initiative, which promotes awareness of cardiovascular health among women.
She earned her bachelor’s degree in Business Administration and Marketing from the University of Delaware’s Alfred Lerner College of Business and Economics.
Bernhard holds the Certified Financial Planner certification and the Certified Exit Planning Advisor designation.
RBC Wealth Management–U.S. operates 195 offices across 43 states, providing financial advisory services and investment solutions to clients throughout the country.
The business is part of Royal Bank of Canada, a diversified global financial institution with operations spanning personal banking, commercial banking, wealth management, insurance, and capital markets.
Bernhard’s appointment supports RBC’s efforts to strengthen its regional leadership structure and provide financial advisors with the resources and management support needed to serve clients effectively.
KEY QUOTES:
“Shawn brings a track record of building high-performing teams and driving growth, all while developing talent and fostering a collaborative culture. She understands that when you empower advisors with the right resources and support, everyone thrives—advisors and clients alike. We couldn’t be happier to have her on board.”
Scott Skinner, Mountain South Divisional Director At RBC Wealth Management
“I’m thrilled to join RBC Wealth Management and to partner with such a talented group of financial advisors in Texas and Louisiana. What drew me to RBC is the firm’s genuinely collaborative, advisor-centric culture and the way everyone works together to help advisors and their clients reach their goals. I’m excited to contribute to the firm’s growth.”
Shawn Bernhard, Texas South Complex Director At RBC Wealth Management
