Roy is a managing director and founding member of the DeCaro Eisenberg Group at RBC Wealth Management with over 25 years of industry experience. He leads a team that focuses on working with attorneys to provide financial services to their clients—for example, setting up special needs trusts for children and incapacitated individuals. Before joining RBC Wealth Management, he was a managing director at Morgan Stanley. There he was part of a select group of people who earned the title of wealth advisor, having completed a rigorous accreditation program that included in-depth training in a broad range of financial and estate planning skills. Roy earned a Bachelor of Arts degree at Georgetown University, where he played Division I baseball and was a ranked tennis player. Roy has been a guest lecturer at Widener University School of Business and was named a Forbes Best-In-State Wealth Advisor in 2020, 2021, 2022, 2023 and 2024. Roy passed the Series 7 and 66 exams and holds insurance licenses. He and his wife, Alison, and their two sons, Alex and Teddy, reside in Philadelphia

Max is a vice president and financial advisor with the DeCaro Eisenberg Group at RBC Wealth Management. Prior to joining RBC Wealth Management, Max was a financial advisor at Morgan Stanley. Additionally, Max spent time working in law firms, where he helped anticipate the needs of incapacitated adults and children. His focus is on wealth planning—retirement and estate planning strategies—as well as working with attorneys to provide financial services to their clients. Max received his Bachelor of Arts from Franklin and Marshall College. Max also passed the Series 7 and 66 exams and holds insurance licenses. Max resides in Center City, Philadelphia, with his fiancée, Emma, and dog, Harper.

As a financial advisor, Appalonia complements The DeCaro & Eisenberg Group with her skills in wealth planning and client engagement. She listens carefully to clients’ needs, values, aspirations, and concerns while offering guidance as they work toward their financial goals. She is a point of contact for all clients and works closely with our various partnered professionals to deliver a seamless client experience. Prior to joining RBC Wealth Management, Appalonia was a financial advisor at Morgan Stanley. A Boston native, Appalonia received a Bachelor of Science degree from Colby College, where she was captain of the women’s basketball team. She received her MBA from the Carroll School of Management at Boston College. Appalonia passed the Series 7 and 66 exams and holds insurance licenses. She and her husband, Kyle, reside in the Art Museum area of Philadelphia with their two dogs, Bernie and Monty.

As a dedicated financial advisor with a passion for helping clients achieve their financial goals, Sean brings a wealth of experience and knowledge to the team. With over 23 years in the financial industry, he has honed his skills and developed a deep understanding of the complexities of the financial markets. Throughout his career, Sean has worked with individuals, families and businesses to craft tailored strategies that align with their needs. His approach to financial advising is centered around building lasting relationships with his clients. He takes the time to understand each client’s financial goals, risk tolerance and unique circumstances. By tailoring financial strategies to individual needs, Sean helps empower clients to make informed, knowledgeable decisions that lead to financial success. He passed the Series 7 and 63 exams and holds insurance licenses.

Ann Marie is a senior registered client associate with the DeCaro Eisenberg Group at RBC Wealth Management. With over 20 years of experience in the financial services industry, Ann Marie supports the team in providing excellent client service with a personal touch. Ann Marie is firmly committed to establishing long-term client relationships built on trust. She passed the Series 7 and 63 exams. Outside of the office, Ann Marie enjoys traveling and loves spending time with her family and friends.

Chelsea is a senior registered client associate with the DeCaro Eisenberg Group at RBC Wealth Management. Previously, she was with Morgan Stanley, where she worked with financial advisors to leverage and implement wealth management planning tools. Chelsea earned a Bachelor of Science degree from West Chester University of Pennsylvania. She passed the Series 7 and 66 exams and holds property, casualty and insurance licenses. Chelsea earned the CERTIFIED FINANCIAL PLANNER™ designation, having met the extensive training and experience requirements. Her focus is on a deepened commitment to wealth planning and the skills needed to serve her clients. Outside of work, Chelsea enjoys traveling with her husband, Jarrett, and spending time with their cat, Kitty.