Philip H. Fett Jr.

Managing Director - Financial Advisor

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Holly O. Gleason

Senior Investment Associate


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.