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- rbcwealthmanagement.com
Sign in Important information
Home
About
- About us
- Wealth management approach
Wealth planning
Investments
Retirement
Business owner
- Business owner financial services
- 401(k) plan reviews for employers
Offerings
Resources & tools
- Insights
- RBC Wealth Management Online
Contact

How to talk to your parents about their estate plan

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Obtain more information about this financial advisor on FINRA's BrokerCheck website

Investment and insurance products offered through RBC Wealth Management are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment risks, including possible loss of the principal amount invested.

Contact information

Ellis Wealth Management Group

Phone: 929-794-4998

Todd Ellis

Managing Director - Financial Advisor,
Senior Portfolio Manager

Phone: 929-794-4998

Robert Geisler

Vice President - Senior Business Associate

Phone: 212-703-6078
Cell: 917-841-2153

Leila Castaneda

Senior Registered Client Associate

Phone: 212-703-6074
Cell: 332-215-5446

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New York City
1211 Avenue of The Americas, Suite 3300
New York, NY 10036
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