Beacon Wealth Management

Bain Gill, AWM

Senior Vice President - Financial Advisor, Senior Consulting Group

Bain has more than 30 years of experience in the financial services industry advising high net worth individuals and families. For the last 18 years at RBC (formerly Tucker Anthony), he has been working with clients to develop customized wealth management solutions tailored to their unique goals and objectives. Bain focuses his business on building lasting relationships and helping families implement long-term strategies for managing and transferring wealth. Formerly Bain was an Officer of the firm both at SG Cowen (now Cowen) and at EF Hutton & Company (now Morgan Stanley Wealth Management), where he held positions in management and was a Senior Investment Advisor.

He is a member of the Accredited Wealth Manager Program at RBC Wealth Management. By attaining the AWM designation, Bain has demonstrated advanced knowledge of the firm’s wealth management process, concentrating in the areas of business and retirement planning, insurance solutions, charitable giving, advanced investment strategies, and estate and trust planning strategies. He has been recognized among the top financial advisors at the firm, achieving RBC President’s and Chairman’s Council status for 11 years.

Bain holds a Bachelor of Arts degree in economics and mathematics from Bates College. He and his wife, Nadine, live in Medfield, MA where they have raised their four children. Bain has been an active volunteer in his community, serving as President of the Medfield Lacrosse Board of Governors for two years and board member for over 10 years. He is an avid skier and also enjoys boating and fishing on the New England coast in the warm weather.

Andy Griswold, AWM, CFP®

Senior Vice President - Financial Advisor, Senior Consulting Group

781-263-1032

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Andy has been helping clients achieve their financial goals for more than 30 years. He began his career at Merrill Lynch in Boston, and has been with RBC for the last 18 years.

During his career, Andy has participated in a number of educational programs. In 2010 he earned the designation of Certified Financial Planner (CFP), a professional certification mark for financial planners that includes achieving rigorous education, examination, experience and ethics requirements. Andy also received the Accredited Wealth Management designation (AWM) in 2006, an internal professional designation specifically for RBC Wealth Management.

Andy is currently a member of RBC’s Alternative Assets Investment Advisory Board and has been a member of the RBC Chairman’s Council, recognizing the firm’s top financial advisors, since 2007. He holds his life and health insurance licenses, and NMLS license for mortgage lending originated through City National Bank and RBC Company.

Andy graduated from Brown University in 1987 with a Bachelor of Science in business economics and political science. He lives in Wellesley, Massachusetts with his wife, Shelly, and three children, Madison, Teddy and Charlie. Andy coaches multiple youth sports programs, including hockey, basketball, baseball, lacrosse and soccer. In addition to his community involvement, Andy enjoys golf, basketball, fishing, travel and spending time with family in Cape Cod.

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.

Dan Sullivan

Wealth Strategist

Dan works with RBC Wealth Management financial advisors to develop appropriate wealth management solutions for clients in the areas of estate planning, retirement planning, stock option planning, charitable giving, education funding and wealth transfer. He also works with clients’ attorneys, accountants and other professionals to implement strategies to meet clients’ financial objectives.

Evan Kraft

Wealth Planning Consultant

Evan helps RBC Wealth Management financial advisors address retirement planning needs for high-net-worth clients. He also provides comprehensive education, guidance and support to financial advisors and clients facing issues that may not have affected them while growing their assets. Evans's goal is to minimize risk faced by retirees and help with choices affecting them during retirement.

Cathy Walker

Trust Consultant

Cathy specializes in collaborating with RBC Wealth Management financial advisors to deliver trust solutions to high-net-worth individuals and families as part of a holistic wealth management planning solution. Her overall goal is to enhance and support client-advisor relationships as well as to identify trust solutions that both optimize opportunities and mitigate risks.

Gerri Shea

Wealth Management Consultant

Gerri provides expertise to RBC Wealth Management financial advisors who work with endowments, non-profits and foundations. Gerri also assists financial advisors in using internal and external wealth management tools, including sophisticated software programs, to help provide appropriate solutions for clients' needs.

Steven Mangine

Insurance Consultant

Steven specializes in advising financial advisors and their clients on the uses of insurance solutions in the areas wealth protection and wealth transfer. Steven works with RBC Wealth Management financial advisors to develop strategies and solutions for tax-efficient wealth protection and transfer objectives. He also reviews and evaluates client’s existing insurance solutions to determine appropriateness considering changes a client has realized or contemplating in their financial life cycle.

City National Bank banking advisor

City National Bank banking advisors serve as a resource to RBC Wealth Management financial advisors. Together, we gather valuable information and develop a stronger understanding of your financial objectives to support a comprehensive wealth strategy.

CNB MEMBER FDIC cnb.com Equal Housing Lender, NMLSR #536994

Nick Zullo

Vice President – Senior Banking Advisor

Nick works collaboratively with RBC Wealth Management financial advisors to identify banking solutions that help clients achieve their financial and business goals. Nick's in-depth understanding of City National Bank's mortgage, commercial, private banking and consumer lending capabilities allows him to develop effective recommendations that can complement a client's financial plan.

Meet our team