Brian Coatoam, CFP®, CIMA®, CPWA®

Managing Director - Private Wealth Advisor, Senior Portfolio Manager - Portfolio Focus

407-961-5601

Derek Grimm, CFP®

Senior Vice President - Financial Advisor, Portfolio Manager - Portfolio Focus

407-619-9777

Ryan Plank, CFP®, CPFA®

First Vice President - Financial Advisor

407-274-0881
Email |

Andrew Lyon, MBA

Financial Advisor

407-961-5604

Robin Lane

Senior Investment Associate

407-961-5605

Morgan Metcalf

Senior Registered Client Associate

407-961-5606

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.

advisor

Wealth Strategist


advisor

Wealth Management Consultant


advisor

Wealth Management Banker


advisor

Trust Consultant


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Disclosures

The 2022 Forbes "Best-In-State Wealth Advisors" award was announced April 2022. Data as of 6/30/2021. The award was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance. For more information: www.SHOOKresearch.com.

Brian Coatoam, NMLS # 522059, Derek Grimm, NMLS # 522106, Ryan Plank, NMLS # 870342, and Andrew Lyon, NMLS # 1413522 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.