Kim spearheads the collaborative efforts of the Client Strategies Team support for your financial advisor. She is part of a multidisciplinary 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, Kim works diligently to address clients’ unique situations.

Grady is a wealth strategist with the Wealth Planning Group at RBC Wealth Management, based in Houston, Texas. He works in the central division, serving financial advisors and their clients in Texas and Louisiana with their wealth transfer, gift and estate tax and charitable planning needs. With over 30 years of experience working with high-net-worth families, Grady focuses on discovering client objectives and guiding them through wealth planning and philanthropic strategies. He works with clients to clarify their objectives, identify the legal strategies that can accomplish them and facilitate the process of putting those plans in place.

Grady is a member of the State Bar of Texas and began his career practicing law at an estate and tax planning law firm in Houston. He subsequently transitioned into financial services, serving as a wealth strategist at Merrill Lynch and Wells Fargo before joining RBC Wealth Management.

Grady received his Bachelor of Business Administration degree with a major in finance from Baylor University and his Juris Doctor degree from Baylor School of Law. He also passed the Series 7 and 66 exams.

Grady and his wife live in Katy, Texas, and have three children. In the past, he spent his free time camping, hiking, mountain biking, riding motorcycles, serving as a Boy Scout assistant scoutmaster and coaching youth sports. These days, he's a full-time soccer dad.

As an alternative investments’ consultant, Thad is skilled across the alternatives landscape, including private markets, real assets, hedge funds and select tax-considerate investment strategies. Thad partners with financial advisors in identifying and implementing alternative investment solutions to help clients achieve their goals. He offers education, portfolio construction advice and fund selection guidance to financial advisors and their clients.

As an RBC Echelon wealth strategist, Dean works 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. Dean 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. He also coordinates solutions and external professional services tailored to RBC Echelon clients' needs.

As a trust consultant, Antoine 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.

As an internal wealth strategist, Vivian is our subject matter expert in complex planning concepts and the tools that support our planning platform. He also assists advisors with effective client discovery, developing and monitoring wealth plans and planning presentations.