Disclosures
This educational material was developed by RBC Wealth Management in connection with EverFi, a digital education platform and resource. RBC Wealth Management is not affiliated with EverFi.
The information contained in the EverFi material has been derived from sources believed to be reliable, but no representation or warranty, express or implied, is made by RBC Wealth Management, its affiliates, or any other person as to its accuracy, completeness, or correctness. All opinions and estimates contained within the presentation constitute the judgment of EverFi, are subject to change without notice and are provided in good faith but without legal responsibility. This material is presented without regard to the individual financial circumstances and objectives of persons who receive it.
RBC Wealth Management does not provide tax or legal advice. All decisions regarding the tax or legal implications of your investments should be made in connection with your independent tax or legal advisor. No information, including but not limited to written materials provided by RBC WM should be construed as legal, accounting or tax advice.
RBC Wealth Management does not provide tax or legal advice. We will work with your independent tax/legal advisor to help create a plan tailored to your specific needs.No information, including but not limited to written materials, provided by RBC WM should be construed as legal, accounting or tax advice.
Tracey Pearson is currently registered to conduct business with residents of the following states: CA, CO, DC, DE, FL, GA, IL, IN, KS, KY, LA, MD, MI, MO, MT, NC, NE, NY, OH, PA, TN, TX, VA.
Tracey Pearson, NMLS # 906688, Evan Malone, NMLS # 1690828, and Wil Dixon, NMLS # 2602874 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.
Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.
Evan Malone is currently registered to conduct business with residents of the following states: CA, CO, DC, DE, FL, IL, IN, KS, KY, LA, MA, MD, MI, MO, MT, NC, NE, NY, OH, PA, TN, TX, VA, WI. California Insurance License # 0G98593.
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At Hyperion, we take our love for trees seriously - after all, we’re named after the tallest one in the world! ????Just like a strong wealth plan, a thriving tree starts with deep roots. That’s why we always start with wealth planning - so our clients can grow, branch out, and enjoy the wealth they’ve built for themselves, their families, and their communities. But today, we have an important introduction…meet the newest member of Team Hyperion - this majestic fig tree! ???? Huge shoutout to Keyara Perry, our Nashville Branch Service Manager, for the brilliant idea. Evan gave it a new home in his office, and Wil made sure it got a proper welcome. Now we just need the perfect name. Drop your best idea in the comments. ??#HyperionWealth #Nashville #GrowWithPurpose #FinancialRoots #FigTreeFun
At Hyperion, we take our love for trees seriously - after all, we’re named after the tallest one in the world! ????Just like a strong wealth plan, a thriving tree starts with deep roots. That’s why we always start with wealth planning - so our clients can grow, branch out, and enjoy the wealth they’ve built for themselves, their families, and their communities. But today, we have an important introduction…meet the newest member of Team Hyperion - this majestic fig tree! ???? Huge shoutout to Keyara Perry, our Nashville Branch Service Manager, for the brilliant idea. Evan gave it a new home in his office, and Wil made sure it got a proper welcome. Now we just need the perfect name. Drop your best idea in the comments. ??#HyperionWealth #Nashville #GrowWithPurpose #FinancialRoots #FigTreeFun
Some moments just deserve to be captured. ??✨ While enjoying brunch this weekend at one of Nashville’s fantastic local spots, Tracey couldn’t help but snap this beautiful scene - because at Hyperion, we’ve always been drawn to nature’s elements. ?? Beyond great food, these brunch outings are a reminder of what really matters - taking time to slow down, connect, and be present with the people who mean the most. Cheers to good meals, great company, and the beauty all around us. #HyperionLiving #RBC #NashvilleEats #FamilyFirst #BrunchVibes