Bonnie McKinney
Lufkin
Summary
Experienced investment professional with over a decade of expertise supporting and advising high-net-worth families. Currently help manage $1 billion in assets at RBC Wealth Management, delivering deeply personalized, relationship-driven service. Recognized for providing holistic financial support that extends beyond investment advice—coordinating with tax, legal, and real estate professionals, and often serving as clients’ first call for life and financial guidance. Licensed (Series 7 & 66), tech-savvy, emotionally intelligent, and ready to step into an advisory role at a mission-driven, planning-first firm like Holistic Planning.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Senior Investment Associate
RBC Wealth Management
Lufkin
09.2016 - Current
- Help manage a $1B book of high-net-worth client assets, delivering exceptional service to over 400 client relationships, with a primary focus on generational wealth.
- Serve as the primary relationship manager for numerous clients, acting as a liaison between them and CPAs, estate attorneys, title companies, and lenders.
- Frequently advise and support clients through life transitions, including estate planning, home construction, relocation, and tax strategy discussions.
- Managed client interactions as the first point of contact, streamlining communication and reducing reliance on financial advisors.
- Experienced in collateralized lending solutions and client liquidity strategies.
- Tech-savvy, with client portals, CRMs, and investment platforms, to ensure smooth service delivery and client experience.
Senior Registered Client Service Associate
Morgan Stanley
Lufkin
03.2012 - 09.2016
- Supported senior financial advisors in managing high-net-worth portfolios.
- Assisted with report preparation, trade execution, compliance, and client communication.
- Developed strong foundation in wealth planning, portfolio research, and client operations.
Education
Bachelor of Science - Psychology (Human Resources Emphasis)
Texas A&M University
College Station, TX01-2011
Skills
- High-Net-Worth Client Service
- Client relationship management
- Wealth management
- Investment performance analysis
- Holistic Financial Planning
- Investment Strategy
- Estate & Tax Coordination
- CRM & Client Tech Systems
- Event Marketing
- Collateralized Lending
- Team collaboration
- Project management
Certification
- FINRA Series 7
- FINRA Series 66
Timeline
Senior Investment Associate
RBC Wealth Management
09.2016 - Current
Senior Registered Client Service Associate
Morgan Stanley
03.2012 - 09.2016
Bachelor of Science - Psychology (Human Resources Emphasis)
Texas A&M University
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