Bill Herf, CFP®

William Herf, CFP®

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

480-609-4922
Email |

Nicole Carr

Senior Investment Associate

480-609-4912

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.

Mike Pritts

Wealth Management Consultant


Yaron Ben-Yohanan

Investment Banking Liaison


Megan Mayer

Divisional Retirement Plan Consultant


Aaron Gallardo

Trust Consultant


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

Linda Scott

Vice President – Senior Banking Advisor


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