Wealth management professionals
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.
Wealth Management Consultant
Gerri provides expertise to RBC Wealth Management financial advisors who work with endowments, non-profits and foundations. Gerri also assists financial advisors in using internal and external wealth management tools, including sophisticated software programs, to help provide appropriate solutions for clients' needs.
Dan works with RBC Wealth Management financial advisors to develop appropriate wealth management solutions for clients in the areas of estate planning, retirement planning, stock option planning, charitable giving, education funding and wealth transfer. He also works with clients’ attorneys, accountants and other professionals to implement strategies to meet clients’ financial objectives.
Wealth Planning Consultant
Evan helps RBC Wealth Management financial advisors address retirement planning needs for high-net-worth clients. He also provides comprehensive education, guidance and support to financial advisors and clients facing issues that may not have affected them while growing their assets. Evans's goal is to minimize risk faced by retirees and help with choices affecting them during retirement.
Stacia Apostolos, MBA, CPFA™, AIF®
Divisional Retirement Plan Consultant
Stacia assists RBC Wealth Management financial advisors in servicing clients’ retirement plans. She consults on corporate and nonprofit group retirement plans—both ERISA and non-ERISA. She understands the complexities of navigating employer sponsored retirement plans and has a penchant for delivering unique and innovative solutions for achieving desired plan outcomes. Stacia helps provide education on fiduciary best practices, plan design solutions, vendor research and plan benchmarking.
Based in Wilmington, Delaware, Cathy is responsible for helping RBC Wealth Management financial advisors promote family legacy planning concepts to clients. She also helps educate clients about the benefits of using wealth management strategies that incorporate trust and philanthropic solutions. Cathy strives to make what is often viewed as a sensitive and difficult topic into a conversation about the role of planning for clients, their families, friends and communities.
Credit Solutions Consultant
Aleksandra partners with financial advisors to provide customized lending solutions for high-net-worth clients, trusts and personal holding companies. She provides commendations on how the strategic use of credit can help clients meet a variety of wealth accumulation and liquidity management goals, including real estate purchases, bridge financing and refinancing existing high-cost debt.