Client Strategies Team
With individual specializations across a variety of financial disciplines, the Client Strategies Team serves as a unique resource to RBC Wealth Management financial advisors. Our clients and advisors both benefit from the collective expertise of this team, and their ability to help enhance the effectiveness of wealth management strategies—from recommendations through delivery of solutions.
Jordan Perschel
Wealth Management Banker
Cynthia Stacy
Retirement Plan Consultant
Michelle Gilly
Insurance and Annuity Consultant
Thad Beller
Alternative Investments Consultant