Courtney Duphorne

Vice President - Director Complex Management

210-805-1112

Client Strategies Team

With individual specializations across a variety of financial disciplines, the Client Strategies Team serves as a unique resource to RBC Wealth Management financial advisors. Our clients and advisors both benefit from the collective expertise of this team, and their ability to help enhance the effectiveness of wealth management strategies—from recommendations through delivery of solutions.

Janet Engels

Senior Vice President, Director of Portfolio Advisory Group


Robert Stern

Echelon Wealth Strategist


Aaron Gallardo

Trust Consultant


John Panter

Wealth Management Banker


Tim Yarbrough

Retirement Plan Consultant


Michelle Gilly

Insurance and Annuity Consultant


City National Bank banking advisor

City National Bank banking advisors serve as a resource to RBC Wealth Management financial advisors. Together, we gather valuable information and develop a stronger understanding of your financial objectives to support a comprehensive wealth strategy. 

CNB MEMBER FDIC cnb.com Equal Housing Lender, NMLSR #536994

advisor

Senior Banking Advisor