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Concierge Private Wealth

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Robert Boland, NMLS # 1662384, and Bradford Bolletino, NMLS # 2499998 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.

, Robert Boland, NMLS # 1662384, and Bradford Bolletino, NMLS # 2499998 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.

, Robert Boland, NMLS # 1662384, and Bradford Bolletino, NMLS # 2499998 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.

, Robert Boland, NMLS # 1662384, and Bradford Bolletino, NMLS # 2499998 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.

, Robert Boland, NMLS # 1662384, and Bradford Bolletino, NMLS # 2499998 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.

, Robert Boland, NMLS # 1662384, and Bradford Bolletino, NMLS # 2499998 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.

Read additional advisor disclosures.

Obtain more information about this financial advisor on FINRA's BrokerCheck website

Investment and insurance products offered through RBC Wealth Management are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment risks, including possible loss of the principal amount invested.

Contact information

Concierge Private Wealth

Phone: 215-557-1702

Robert Boland, AWM

Managing Director - Financial Advisor,
Senior Portfolio Manager

Phone: 215-557-1702
Cell: 267-591-5274

Bradford Bolletino, AWM

Senior Vice President - Financial Advisor,
Senior Portfolio Director

Phone: 215-557-1709
Cell: 445-942-2435

Dan Heenan, CFP®

Vice President - Senior Financial Associate

Phone: 215-557-1711
Cell: 267-244-2269

Daniel Heenan

Senior Financial Associate

Cell: 267-244-2285

Vincent Fallon, APP

Senior Financial Associate

Phone: 215-557-1742
Cell: 445-238-4555

Jimmeaha Mack

Client Associate

Phone: 215-832-1597

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