Texas South Complex - RBC Wealth Management

Fixed Income

Matt Boardman

Managing Director and Head U.S. Wealth Management Fixed Income

Matt is responsible for the overall fixed income business of RBC Wealth Management – U.S., overseeing all products, taxable and tax free, and supervising a team of traders dedicated to the wealth management transactional, advisory and correspondent businesses. He manages daily trading, risk and marketing activities for all fixed income securities that support the firm’s clients.

Matt chairs the Wealth Management Fixed Income Product Review Committee. He is also a member of the RBC Wealth Management Investment, New Product Review, Structured Product Review, Regulatory Review and Municipal Markets Review committees, as well as Best Execution committees for both taxable and municipal securities. Matt is a board member of the Bond Dealers of America and serves on various committees in that organization, and is a member of the SIFMA Retail Fixed Income Forum. He is a former member of the FINRA Retail Fixed Income Committee and MSRB Retail Advisory Committee.

Matt began his career in 1977 after receiving a Bachelor of Arts degree from the University of Rochester, and his MBA from the Wharton Graduate School of the University of Pennsylvania.

Matt has more than four decades of industry experience in the fixed income markets and has passed the Series 7, 12, 24, 52, 53 and 63 FINRA securities exams. He has served as manager of trading and sales departments dedicated to the investment needs of institutional and individual clients. Matt is involved in many charitable organizations. He is an officer and board member of the Lisa B. Fishman Foundation, participates with the Securities Industry and Financial Markets Association (SIFMA) Foundation, and volunteers his time serving community members in need.

Client Strategies Team

With individual specializations across a variety of financial disciplines, the Client Strategies Team serves as a unique resource to RBC Wealth Management financial advisors. Our clients and advisors both benefit from the collective expertise of this team, and their ability to help enhance the effectiveness of wealth management strategies—from recommendations through delivery of solutions.

Jordan Williams

Wealth Management Consultant

Jordan spearheads the collaborative efforts of the Client Strategies Team support for your financial advisor. She is part of a multi-disciplinary group of professionals who provide guidance on investment management, estate planning services, credit solutions, insurance and annuity strategies, professional trustee services and trust consulting, retirement solutions, capital markets engagement, banking solutions and more. Called upon for support at various times throughout your wealth management journey, Jordan works diligently to address clients’ unique situations.

Robert Stern

Echelon Wealth Strategist

As an RBC Echelon wealth strategist, Robert partners with financial advisors and their ultra-high-net-worth clients to understand what is most important to them and to help develop appropriate strategies that address the client’s objectives and concerns. Robert serves as a knowledgeable resource in the area of complex wealth, including planning strategies for corporate executives, trust and estate planning services, concentrated stock options, business succession planning and philanthropic planning. He also coordinates solutions and external professional services tailored to RBC Echelon clients' needs.

Griffin Geisler

Wealth Strategist

Griffin serves as a resource for your financial advisor in determining and developing wealth transfer strategies for high-net-worth clients in areas including estate strategies, lifetime giving, personal trust planning, charitable giving, concentrated equity position diversification and employee stock options. In this role, Griffin partners with financial advisors to meet with individual clients and their attorneys and/or accountants, as well as present at client seminars.

Aaron Gallardo

Trust Consultant

As a trust consultant, Aaron specializes in personal trust planning and assists in the movement of client trust assets, provides educational and technical guidance relating to personal trusts and advises clients on opportunities with third-party professional trust partners.

Tim Yarbrough

Retirement Plan Consultant

Tim is a retirement planning consultant who is dedicated to providing guidance on retirement planning, as well as individual and employer-sponsored retirement plans for financial advisors and their clients.

Michelle Gilly

Insurance and Annuity Consultant

As an insurance and annuity consultant, Michelle specializes in helping financial advisors and their clients utilize insurance and annuity strategies as part of our holistic, goals-based wealth planning approach.

About our team

Scott Skinner