Senior Vice President - Financial Advisor, Consulting Group
For over 25 years I have provided customized financial solutions for high net worth individuals including corporate executives with publicly traded securities,10b5-1 trading plans, concentrated stock solutions, stock plan administration and a suite of additional wealth planning services for senior executives.
My mission is to provide my clients with a high level of wealth management for every phase of their life cycle. I help clients strive to achieve and maintain financial freedom for themselves, their children and grandchildren.
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I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.
No longer wan and listless, we think European equities are emerging from their chrysalis with newfound potential. We look at how the investment story is transforming and why investors should take a fresh look at the asset class.
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