David Morris - RBC Wealth Management

Investment process

The investment process that you will experience is based on process over prediction. The process will “sweat the small stuff”: With apologies to Richard Carlson, author of the 1997 self-help sensation “Don’t Sweat the Small Stuff” . . . investing is one those fields where the ‘small stuff can really matter’. This is the bulwark of our process, the result is a client experience that is meant to meet every financial goal you and your family desires.

The necessary four steps include:

Consultation and Discovery
Developing an investment strategy
Implementation of your personal investment strategy: i.e. putting your plan to work
Review, report regular in person, collaborate and review annually

For more information about my process or to schedule a meeting, please contact me.

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.

Alex Ingalls

Wealth Management Consultant

Alex provides expertise to RBC Wealth Management financial advisors who work with endowments, non-profits and foundations. Alex also assists financial advisors in using internal and external wealth management tools, including sophisticated software programs, to help provide appropriate solutions for clients' needs.

Griffin Geisler

Wealth Planning Consultant

Griffin helps RBC Wealth Management financial advisors address retirement planning needs for high-net-worth clients. He also provides comprehensive education, guidance and support to financial advisors and clients facing issues that may not have affected them while growing their assets. Griffin's goal is to minimize risk faced by retirees and help with choices affecting them during retirement.

Dean Deutz, CFP®

Private Wealth Consultant

Dean provides individuals, families, business owners and executives with comprehensive wealth management planning to address the issues most common to high-net-worth families. Dean has extensive expertise developing strategies and implementing solutions in the following areas: retirement, investments, insurance, lending, trust, estate, and stock options.

Blake McKibbin

Wealth Strategist

Based in Des Moines, Iowa, Blake helps financial advisors in the firm’s Central division to understand their clients’ goals and determine appropriate strategies for the complex financial issues of high-net-worth clients. He focuses on wealth transfer planning—including trust and estate planning services as well as business succession, charitable and stock option planning. Blake joined RBC Wealth Management in 2018 after 11 years in the financial services industry.

Tom Nagle

Trust Consultant

Tom specializes in collaborating with RBC Wealth Management financial advisors to deliver trust solutions to high-net-worth individuals and families as part of a holistic wealth management planning solution. His overall goal is to enhance and support client-advisor relationships as well as to identify trust solutions that both optimize opportunities and mitigate risks.