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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.
Aaron Gallardo
Trust Consultant
Elizabeth L. Johnston
Wealth Planning Associate
Dana McDonald
Wealth Management Consultant
Melissa Winn
Wealth Strategist
Robert Stern
Echelon Wealth Strategist
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
Monica Marciano
Senior Banking Advisor
Marcus Boyd
Vice President - Senior Banking Advisor