Coatoam Private Wealth Group - RBC Wealth Management

Brian Coatoam, CFP®, CIMA®, CPWA®

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

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.

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 to present at client seminars.

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 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, Alex works diligently to address clients’ unique situations.

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.

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About our team

Brian Coatoam, CFP®, CIMA®, CPWA®

Derek Grimm, CFP®

Ryan Plank, CFP®, CPFA®

Andrew Lyon, MBA

Robin Lane

Morgan Metcalf

Client Strategies Team

Les Williams

Alex Lesyk

Cathy Walker

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