DiCarlo Chadwick Group - RBC Wealth Management

Stephen J. DiCarlo

Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

978-646-1169

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Jody P. Chadwick, CFP®, CRPC®, MBA

Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

978-646-1168

Stephen DiCarlo Jr, CFP®, CRPC®

Associate Vice President - Financial Advisor

978-646-1170

Email |

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.

Gerri Shea

Wealth Management Consultant

Gerri spearheads the collaborative efforts of the Client Strategies Team support for your financial advisor. She is part of a multi-disciplinary 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, She works diligently to address clients’ unique situations.

Tom Nagle

Trust Consultant

As a trust consultant, Tom 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.

Dan Sullivan

Wealth Strategist

Dan 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, Dan partners with financial advisors to meet with individual clients and their attorneys and/or accountants, as well as present at client seminars.

Michael DiGiuseppe

High Net-Worth Lending Specialist

Michael is a high-net-worth lending specialist and as such works with financial advisors and their high-net-worth clients to develop tailored solutions to help achieve their unique lending needs.

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Meet the team