Client Strategies Team
The Client Strategies Team is a resource to help support you in your wealth planning goals, developing a strong understanding of your personal financial objectives, gathering valuable information and addressing complex financial and wealth strategies issues. Explore the bios below to learn more about the team.
Jordan Williams
Wealth Management Consultant
Melissa Winn
Wealth Strategist
Robert Stern
Echelon Wealth Strategist
Aaron Gallardo
Trust Consultant
Michelle Gilly
Insurance and Annuity Consultant
Jen Maneatis
Wealth Strategist
Griffin Geisler
Wealth Strategist
Jordan Perschel
Wealth Management Banker
Cynthia Stacy
Retirement Plan Consultant
Disclosures
RBC Wealth Management does not provide tax or legal advice. All decisions regarding the tax or legal implications of your investments should be made in connection with your independent tax or legal advisor. No information, including but not limited to written materials, provided by RBC WM should be construed as legal, accounting or tax advice.