Senior Vice President ‑ Financial Advisor, Senior Portfolio Manager ‑ Portfolio Focus
Helping you grow more than wealth
At RBC Wealth Management, we understand your financial goals are unique — that’s why we provide customized advice. No matter where you are in life, you can depend on our investment management expertise to build a plan that helps you achieve your financial goals. Explore my website to learn more about our customizable solutions designed to strengthen your financial security.
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.
Tariffs can have many economic impacts, but we think investors should focus on the economic and political goals that are driving decision-making. Read the Global Insight Monthly »
I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.
With tax season approaching, now is a good time to review your Traditional or Roth IRA contributions before you file your taxes. You can make your 2024 contributions until April 15, 2025, and you may lower your tax bill. If you are under 50, you can maximize your IRA contributions up to $7,000. If you are 50 and older, you can contribute up to $8,000.
By maxing out your IRA contributions before the April tax deadline, you can give your money more time to deliver tax-deferred, compounded growth. Over time, that can potentially add up. Contact me to discuss the possibility of maximizing your 2024 traditional and Roth IRA contributions before April 15, 2025.
Feel the excitement in the air as we celebrate the kick-off of another Major League Soccer season! Are you ready to raise your scarves up?
Watch our video to learn what really differentiates RBC Wealth Management from the rest of the industry in providing clients with access to our Fixed Income Advantage program.
Washington, D.C. policy decisions have been in the spotlight of late, but we think investors should not take their eyes off the results and clues coming from Q4 earnings season.
June 15, 2023
Trend & cycle roadmap
October 30, 2024
Trend & cycle: The long view
April 18, 2023
Daily market view
June 1, 2023
Global insight weekly
