For more than 38 years, Eric has been helping clients develop customized strategies for meeting their financial goals. He has the Accredited Asset Management Specialist (AAMS®) professional designation, which is awarded by the College for Financial Planning to financial professionals. Eric lives in Dover, Massachusetts, with his wife, three children, and enjoys being involved in his community. He currently sits on the University of Vermont foundation leadership council and has held several other board positions with UVM in the past. He is currently also involved as class agent with the Middlesex School, and has held positions with WGBH, Dover Sherborn Education fund, and Pilgrim Church in Sherborn. In his leisure time Eric enjoys golfing, tennis, biking, gardening, skiing, and taking walks with his dogs.
Steve carries more than 13 years of industry experience starting his career at AG Edwards and its successor firm Wells Fargo before joining RBC Wealth Management. He is a graduate of Bentley University with a bachelor’s degree in finance. Steve has passed the Series 7, 63 and 65 exams and holds his life and health insurance licenses. He started his career as a Client Associate helping to service the day to day needs of clients before moving into the role as a Senior Financial Associate. Steve now focuses his time on developing customized strategies for clients to meet their financial goals. In his free time away from the office Steve enjoys spending time with his family, golfing and is an avid New England sports fan. Steve lives in Weymouth, Massachusetts, with his wife and two daughters.
Angelina graduated from Bridgewater State University with a Bachelor of Science degree in finance and management information systems and has more than 12 years’ experience in the investment industry. She is responsible for all aspects of the client service experience for the Burt Financial Group by coordinating all client meetings and overseeing client communication and client account maintenance. Angelina facilitates the relationships of all of the client’s financial professionals, such as their attorneys and tax advisors, and is the primary service contact. She currently resides in Walpole with her husband and their two daughters. In her free time, Angelina enjoys spending time with friends and family, and traveling.
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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.
Wealth Management Consultant
Gerri spearheads the collaborative efforts of the Client Strategies Team support for your financial advisor. She is part of a multi-disciplinary group of professionals who provide guidance on investment management, estate planning services, credit solutions, insurance and annuity strategies, professional trustee services and trust consulting, retirement solutions, capital markets engagement, banking solutions and more. Called upon for support at various times throughout your wealth management journey, She works diligently to address clients’ unique situations.
Wealth Management Consultant
Evan serves as a resource for your financial advisor in determining and developing wealth transfer strategies for high-net-worth clients in areas including estate strategies, lifetime giving, personal trust planning, charitable giving, concentrated equity position diversification and employee stock options. In this role, Evan partners with financial advisors to meet with individual clients and their attorneys and/or accountants, as well as present at client seminars.
As a trust consultant, Cathy specializes in personal trust planning and assists in the movement of client trust assets, provides educational and technical guidance relating to personal trusts and advises clients on opportunities with third-party professional trust partners.
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.
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