Eric Peterson, AWM

Senior Vice President - Financial Advisor, Senior Consulting Group

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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


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.


Internal Wealth Strategist


Retirement Plan Consultant


Wealth Strategist


Senior Vice President, Director of Portfolio Advisory Group

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