The Barnes Group - RBC Wealth Management

Dave Barnes

Managing Director - Financial Advisor, Portfolio Director Group

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.

Liz Jacovino, CPWA®, CFP®, CTFA, CRPC®

Echelon Wealth Strategist

As an RBC Echelon wealth strategist, Liz works 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. Liz 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. She also coordinates solutions and external professional services tailored to RBC Echelon clients' needs.

Les Williams

Wealth Strategist

Les 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, Les partners with financial advisors to meet with individual clients and their attorneys and/or accountants, as well as to present at client seminars.

Michael Schuette

Multi-Asset Portfolio Strategist

As a multi-asset portfolio strategist, Michael creates and maintains the suite of multi-asset portfolios. He collaborates with U.S. Investment Committee members in the development and management of the RBC Portfolio Blueprint.

Cathy Walker

Trust Consultant

As a trust consultant, Cathy 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.

Darren Roberts

As an alternative investments’ consultant, Darren is skilled across the alternatives landscape, including private markets, real assets, hedge funds and select tax-considerate investment strategies. Darren partners with financial advisors in identifying and implementing alternative investment solutions to help clients achieve their goals. He offers education, portfolio construction advice and fund selection guidance to financial advisors and their clients.

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