SEATTLE (December 9, 2024) — RBC Wealth Management is excited to announce Carla Novak has been promoted to lead the Pacific Northwest complex. Novak will lead 10 branch offices as she continues to drive growth in a key region for the firm.
An 18-year veteran of the financial services industry, Novak joined RBC Wealth Management in 2023, taking on a leadership role from day one as the Tacoma, Washington branch director.
“I chose financial services as a career because of my love for theory of economics and people,” Novak says. “Being in wealth management allows me to observe and witness economic and behavioral psychology concepts at play. I am excited to inspire and guide our financial advisors to not only reach their personal and professional goals but to extend this empowerment to their clients.”
“Carla is dedicated to helping others unlock their capabilities, and ensure that everyone thrives together,” says West Divisional Director Colin Hawkes. “I’m thrilled to see her elevated in this new leadership role as she continues to listen to financial advisors, understand their needs and help them and their clients flourish.”
Novak began her career in financial services in 2006 and joined RBC Wealth Management from UBS in 2023. She has a Bachelor of Arts in economics from Kean University and an MBA from Fairleigh Dickinson University. She has passed her Series 7, 66, 9, 10 and 24 exams. Novak lives with her family in the greater Seattle metropolitan area.
Founded in 1909, RBC Wealth Management delivers trusted advice and world-class wealth solutions to individuals, families and institutions. A subsidiary of Royal Bank of Canada (RBC), it is one of the largest full-service wealth management firms in the U.S., supporting the complex needs of high-net-worth and institutional clients by providing access to private banking, credit, investment management, asset management and other services. In the United States, RBC Wealth Management had $640 billion in total client assets (as of October 31, 2024) with more than 2,200 financial advisors operating from 192 locations in 42 states. RBC Wealth Management, a division of RBC Capital Markets, LLC, registered investment adviser and Member NYSE/FINRA/SIPC. Learn more at rbcwm.com.
Riham Feshir, RBC Wealth Management, 952-529-6256, riham.feshir@rbc.com
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.