Your Team
Kevin Clouse, CFP®
Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio FocusAimee C. Kelly
Investment AssociateKevin Clouse, CFP®
Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio FocusAimee C. Kelly
Investment Associate
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K-12, college, apprenticeship — a 529 plan can handle it all! Today is a reminder to save tax-free for their future education. Share in the comments who you’re saving for.
Managing your day-to-day cash is essential to wealth planning. Make sure your cash is working for you. Reach out to discuss our cash sweep options with competitive rates. https://docs.rbcwealthmanagement.com/us/03430-Cash-Sweeps.pdf
Looking for a way to protect your cash? Contact me to learn about RBC deposit options. https://www.rbcwealthmanagement.com/en-us/legal/rbc-insured-deposits-interest-rates