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Financial Advisor Jay Liberman Receives RBC Wealth Management Volunteer of the Year Award

MINNEAPOLIS (February 11, 2014) – RBC Wealth Management Financial Advisor Jay Liberman received the company’s 2013 Dick McFarland Volunteer of the Year award. This honor is bestowed upon one employee each year in recognition of their significant contributions to the local community. Liberman was honored at a reception on Thursday, February 20, at the company’s headquarters in Minneapolis.

Liberman was nominated by Plano Branch Director Greg Hornok. “Jay has dedicated a great deal of time, energy and resources to improving our community over the years and especially in 2013. He also regularly participates in RBC-sponsored community involvement efforts and serves as a wonderful ambassador for RBC Wealth Management.”

During 2013, Jay co-chaired the largest annual fundraiser for the Jewish Federation of Greater Dallas attended by more than 700 people. He serves on the board of the Dallas Jewish Community Center (JCC) as vice president and treasurer and participates in a variety of task forces and committees. Most recently, he helped to raise scholarship funds for JCC summer camps through sponsorship of the Erwin Waldman Memorial Golf Tournament. In recognition of his efforts, Liberman was recognized by the board of the JCC as its 2013 Leader of the Year.

For Liberman, community service is a family affair. He and his family led a community baby shower through Jewish Family Service that collected over 30,000 diapers and a variety of other supplies for local families in need. Liberman and his family also support a wide variety of community organizations important to them.

“As someone who grew up in the Dallas community and benefited from the work of others, I feel it is my duty to give back,” said Liberman. “The greatest personal impact of my work is in the services we provide to families. It is my belief that investing in families and children provide the best return, both financially and, over time, for the community as a whole.”

Liberman has also established himself as a leader in the community. In 2013, Liberman was named to the Dallas Business Journal 40 Under 40 list for his proven track record in both business and community involvement. The same year, he was nominated by a community agency and accepted into the exclusive Wexner Heritage Program, a Jewish learning and leadership development curriculum for volunteer leaders in North America. He was one of only 20 people selected to participate in the Dallas area.

Liberman has worked at RBC Wealth Management for more than five years. In his role as a financial advisor, he works closely with clients providing advice in financial matters including wealth protection, retirement planning and estate planning.

The RBC Foundation - USA Dick McFarland Volunteer of the Year Award is named for the former CEO and chairman of the firm. Through his personal involvement with various non-profit organizations McFarland impacted local communities and set an example of volunteerism within the firm. As a part of his award, RBC Wealth Management will make a $1,000 contribution to Liberman’s charity of choice.

About RBC Wealth Management – U.S.
In the United States, RBC Wealth Management operates as a division of RBC Capital Markets, LLC. Founded in 1909, RBC Capital Markets, LLC. is a member of the New York Stock Exchange, the Financial Industry Regulatory Authority, the Securities Investor Protection Corporation, and other major securities exchanges. RBC Wealth Management has more than $260 billion of assets under administration and nearly 2,000 financial advisors operating in 190 locations in 42 states. Recently RBC Wealth Management was ranked “Highest in Investor Satisfaction With Full Service Brokerage Firms” in the J.D. Power & Associates 2013 Full Service Investor Satisfaction StudySM. For more information, visit (external link – opens new window).

For more information, please contact:
Ann Wasik, RBC Wealth Management: 612-313-1275 or

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