Cari Schnipper - RBC Wealth Management

Cari Schnipper, CFP®

Senior Vice President - Financial Advisor, Senior Consulting Group

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With the mantra “doing well by doing good,” Cari aims to truly understand her clients’ needs and aspirations. She takes pride in the relationships that she has nurtured during her tenure in the financial services industry and strives to deliver an exceptional experience to her clientele—serving as their chief advocate. Cari’s ultimate goal is to develop a portfolio that integrates their unique risk/return profile with estate and tax planning services to help them achieve their financial goals and live out their dreams.

It is her goal to help clients spend less time worrying about the growth of their wealth and more time enjoying their wealth, knowing their assets are positioned with the goal of weathering life’s unexpected events. They can live a more balanced life today, knowing that they have a plan in place for tomorrow.

For nearly 30 years, Cari has provided highly customized advice, investment solutions and wealth planning services to high-net-worth individuals, multigenerational families and corporate executives in the New York City metro area and throughout the country.

She joined RBC Wealth Management in 2022 following careers with Fieldpoint Private Securities, LLC, Morgan Stanley and its predecessor firm Smith Barney. She joined Smith Barney in 1989 as a financial planning analyst and became a financial advisor in 1994. Cari began her financial career as a CPA, first at Spicer and Oppenheimer from 1981 to 1985 and later at JAMIE Securities Company from 1986 to 1989. In 2022, Cari joined the RBC Wealth Management Women’s Association of Financial Advisors (WAFA). In addition, she belongs to CHIEF, a private membership network focused on connecting and supporting women executive leaders.

Cari is an alumna of Ohio State University, with a bachelor’s degree in business administration, and she held her Certified Public Accountant (CPA) designation from New York State from 1985 to 1989. She has been a CERTIFIED FINANCIAL PLANNER™ practitioner since 2008.

A native of New Rochelle, New York, Cari resides in Palm Beach Gardens and Manhattan with her husband, Jeffrey.

Cole Rowsell

Registered Client Associate

561-691-5306

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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.

Alex Lesyk

Wealth Management Consultant

Alex spearheads the collaborative efforts of the Client Strategies Team support for your financial advisor. He 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, Alex works diligently to address clients’ unique situations.

Sean Gray

Wealth Management Consultant

Sean spearheads the collaborative efforts of the Client Strategies Team support for your financial advisor. He 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, Sean works diligently to address clients’ unique situations.

Liz Jacovino, CPWA®, CFP®, CTFA, CRPC®

Echelon Wealth Strategist

As an RBC Echelon wealth strategist, Liz partners with financial advisors and their ultra-high-net-worth clients to understand what is most important to them and to help develop appropriate strategies that address the client’s objectives and concerns. Liz serves as a knowledgeable resource in the area of complex wealth, including planning strategies for corporate executives, trust and estate planning services, concentrated stock options, business succession planning and philanthropic planning. She also coordinates solutions and external professional services tailored to RBC Echelon clients' needs.

Les Williams

Wealth Strategist

Les 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, Les partners with financial advisors to meet with individual clients and their attorneys and/or accountants, as well as present at client seminars.

Kelsey Brink

Wealth Planning Associate

Kelsey's role as a wealth planning associate includes supporting financial advisors in their wealth planning efforts for clients. Kelsey assists with making appointments, gathering information, developing wealth plans, as well as presenting wealth plans and strategies to clients.

Juliana Rodriguez

Associate Wealth Management Banker

As an associate wealth management banker, Juliana assists the wealth management bankers in serving financial advisors and their clients with banking and lending needs.

Cathy Walker

Trust Consultant

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.