Mark W Bailey, AWM

Managing Director - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

206-621-3038 | Email
206-621-3073

As a Senior Vice President - Financial Advisor and Senior Portfolio Manager - Portfolio Focus, Mark has been helping clients achieve their financial goals of accumulating, protecting and transferring wealth for over 24 years. He has also earned the designations of Investment Advisor Representative and Accredited Wealth Manager.

Mark graduated from Oregon State University with a Bachelor of Science degree in business and a minor in behavior science. He has resided in Seattle since 1979, where he makes his home with his wife and three sons.

Steven A Burns

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

206-621-3066 | Email
206-621-3073

Steve Burns entered the investment business in 1981 when he joined the Seattle office of Shearson/American Express. He has worked with both institutional and high net worth fixed income investors for more than three decades.

Steve's experience includes executive service at Kidder Peabody & Co. and Paine Webber Inc. He became a vice president of Paine Webber's Private Client Group when the company acquired Kidder Peabody in January 1995. In May of 1995, he became a principal and director of his own bond firm, Morton Clarke Burns Fu & Metcalf. In July of 2005, Steve joined RBC Wealth Management. His move to RBC Wealth Management was motivated by a twenty-year friendship with Mark Bailey and the desire to join efforts.

Steve and his wife Marlene are both natives of Seattle. They have been married for fifty-two and have three children and nine grandchildren. They have lived on Mercer Island for more than 48 years.

Sheri Redford, AWM

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

206-621-4828 | Email
206-621-3073

Sheri Redford entered the wealth management industry over 31 years ago, beginning her career in 1987 after graduating from the University of Washington, where she received a Bachelor of Arts degree in business administration with a concentration in finance. She has spent her entire career in the greater Puget Sound area and makes her home in Seattle, Washington with her son and daughter.

Sheri has been with RBC Wealth Management since 2005 as part of the Bailey, Burns, Redford & Rosenbaum Group – a practice focused on helping individual clients build and protect personal wealth to achieve their long-term financial goals. Her primary role on the team is the daily management of the equity investments in client portfolios, which includes development and implementation of the team’s covered call writing option strategy.

Sheri has completed the Accredited Wealth Manager (AWM) Program, a professional designation specifically designed for RBC Wealth Management in partnership with the Academy of Multidisciplinary Practice, Inc. and the Estate and Wealth Management Strategies Institute at Michigan State University. This exclusive program builds on the fundamentals of wealth management – our methodology for helping you accumulate, protect, enjoy and transfer your wealth - with a focus on the sophisticated knowledge and skills necessary to gain a deeper understanding of your individual financial objectives.

 

Chaim J Rosenbaum, AWM

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

206-621-3112 | Email
206-202-2831

Chaim entered the securities industry in 2001 where he worked for Jencks and Co. in Seattle as a Fixed Income Trader before joining Morton Clarke Burns Fu & Metcalf in May of 2003 as a Taxable Fixed Income Trader.

In July of 2005, Chaim joined RBC Wealth Management and in 2011, he partnered up with Mark, Steve and Sheri.

Chaim was born in New York where he attended Yeshiva University and graduated with a B.S. in Management Information Systems. After graduation, Chaim worked for UBS in their Information Security Department.

Kim R Nielsen

Senior Financial Associate

206-621-3156 | Email
206-202-1050

Kim began her career in 1978 at Smith Barney and later became a trader with Conti Commodities, Inc. in Seattle. Kim later moved to New York in 1980 and became the supervisor of the managed futures trading desk for Dean Witter, located at the World Trade Center in downtown Manhattan.

After the birth of her second child in 1988, Kim returned to her Pacific Northwest roots where she currently makes her home. She has worked with Mark Bailey since 1998 and has been with the Bailey, Burns, Redford and Rosenbaum Wealth Management Group since its inception.

 

Paula Guinasso

Senior Financial Associate

206-621-3212 | Email
206-202-1050

Paula began her career in the securities industry in 1988 joining Drexel Burnham Lambert in Seattle. After leaving Drexel, Paula worked at Kemper Securities and Oppenheimer & Co., then joined RBC Wealth Management in 1994. Her experiences have provided her with sound securities and investment knowledge. Her careful attention to detail and familiarity with all aspects of daily operations make her an asset to the Bailey, Burns, Redford and Rosenbaum Wealth Management Group. Paula is a task and team-oriented person striving to produce positive outcomes.

Paula earned a Bachelor of Arts degree in Economics from the University of Washington in 1987. Paula is very active in her community and enjoys spending time with her family, especially her daughter, Olivia.