Brian Kerwin

Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

973-410-3254
Email | | |

Kelly Oates

Associate Vice President, Senior Financial Associate

973-410-3309
Email |

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.

advisor

Senior Vice President, Director of Portfolio Advisory Group


advisor

Wealth Strategist


advisor

Wealth Strategist


advisor

Trust Consultant


advisor

Wealth Management Banker


Strength you can trust

Distinguished by a long heritage of financial integrity and unwavering dedication to our clients, RBC has consistently earned high credit ratings.1

  • Moody's Aa1 and A1 / stable4
  • Standard & Poor's AA- and A / stable4
  • Fitch Ratings AA2 and AA-3 / stable4

Additionally, RBC has a reputation of strength and stability with a high-quality balance sheet, proactive risk management and a strong liquidity position.