Senior Vice President ‑ Financial Advisor, Senior Portfolio Manager ‑ Portfolio Focus
Helping you grow more than wealth
Learn more about Brian Kerwin and Kelly Oates
I provide tailored and creative investment strategies designed to help clients achieve their lifelong financial needs. My highest aspiration is professional advice and service. Making a difference in the lives of my clients is not only my job, but my responsibility. I strive to utilize the best quantitative equities from our research providers filtered through supply/demand discipline. I try to capture opportunity and minimize unnecessary risk. And like any group, I believe in playing both offense and defense.
I am very passionate and devoted to helping special needs families and want to make a difference in the quality of life for people with disabilities, their families and caregivers. I will help you find appropriate strategies to the complex financial needs you face. It is never too early or too late to begin planning a secure future for your loved ones with special needs and your entire family. Contact me today for more information.
Fresh off a market bounce that was partly sparked by better-than-feared Q2 earnings reports, investors should consider where U.S. corporate profits could be headed next year. Read the full economic outlook in the latest edition of the Global Insight Monthly.
I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.
We look at the UK leadership contest, EU energy woes, and Italian government turmoil, with an eye to implications for equity investors.
Life’s curveballs are a surprise—sometimes positive but not always. Help protect your finances with an emergency fund of at least six months of expenses.
Did you know this about money management? It’s important to start talking with children at an early age about money. I can help you have that conversation.
Are you teaching your children about investing? Let me help you and yours learn about financial well-being.
May 12, 2021
Trend & cycle roadmap
March 18, 2021
Trend & cycle: The long view
Daily market view
Global insight weekly