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Dara Roughley, CPWA®
- Business Development Lead
Ms. Roughley joined RBC Rochdale in 2018. As Business Development Specialist, Ms. Roughley provides support to the investment consultants in the Mid-Atlantic region. She specializes in cultivating and nurturing relationships with financial advisors, while providing tailored support to their high-net-worth clients. In her capacity as team lead, she plays a pivotal role in advancing the firm's strategic objectives to support collective success.
Before advancing to her current role, Ms. Roughley was a member of the Portfolio Strategy & Design team at RBC Rochdale. She collaborated with Senior Investment Consultants to analyze client portfolios and develop customized investment proposals designed to align with clients' distinctive financial objectives. Prior to joining RBC Rochdale, Ms. Roughley was a financial advisor at Hennion & Walsh, where she earned her Series 7, 63, and 65 licenses. In this role, Ms. Roughley created comprehensive financial plans that integrated investment strategies, retirement planning, tax optimization, and insurance options - all strategically tailored to clients' long-term goals.
Ms. Roughley holds her B.B.A. in Finance from Villanova University. In her spare time, she enjoys traveling, spending meaningful time with family and friends, and attending New York sports events.