Eric Peterson, AWM

Senior Vice President - Financial Advisor, Senior Portfolio Director Group

215-557-1719
Email |

Advanced Wealth Manager

I completed the Advanced Wealth Manager (AWM) Program, a professional designation specifically designed by RBC Wealth Management. This exclusive program builds on the fundamentals of wealth management - our methodology for helping you accumulate, protect, enjoy and transfer your wealth - with a focus on the sophisticated knowledge and skills necessary to gain a deeper understanding of your individual financial objectives and address complex financial needs.


image of Donna Marie Kelly

Donna Marie Kelly

Branch Service Manager

223-271-6583

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.

advisor

Internal Wealth Strategist


advisor

Retirement Plan Consultant


advisor

Wealth Strategist


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Senior Vice President, Director of Portfolio Advisory Group


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Disclosures

Eric Peterson, NMLS # 1919065 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.