Philip H. Fett Jr.

Managing Director - Financial Advisor

212-703-6170
Email |

Holly O. Gleason

Senior Investment Associate

212-703-6171

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.

Brian Tavano

Wealth Management Consultant


Cathy Walker

Trust Consultant


Dan Sullivan

Wealth Strategist


Josh Mendelson

Credit Consultant


Bruce Crepea

Wealth Planning Consultant


Stacia Apostolos

Divisional Retirement Plan Consultant


Lindsay Strickland

Senior Portfolio Advisor


Let's take the next step together

I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.