Kevin Wall in

Kevin Wall

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Senior Financial Advisor, First Vice President, Investments at RBC Wealth Management
📍 Conshohocken, Pennsylvania, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

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Experience
36 Years
Current Role
Senior Financial Advisor, First Vice President, Investments
Job Level
Leadership
Location
Conshohocken, Pennsylvania, United States
Personality Overview

How Kevin shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Kevin cares about

Strategic Priorities
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Career

Work history

9-2024
Senior Financial Advisor, First Vice President, Investments
RBC Wealth Management
4-2010 - 11-2024
Senior Financial Advisor, Senior Vice President - Investments
Wells Fargo Advisors
9-1991 - 3-2010
Owner
Kevin Wall & Associates
9-1990 - 3-2010
Senior Financial Advisor
Ameriprise Financial Services, Inc.
4-1989 - 8-1990
Investment Services Representative
Advest, Inc.
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1983 - 1988
Finance
Central Connecticut State University
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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