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Disclosures
RBC Wealth Management does not provide tax or legal advice. We will work with your independent tax/legal advisor to help create a plan tailored to your specific needs.No information, including but not limited to written materials, provided by RBC WM should be construed as legal, accounting or tax advice.
The 2019 Financial Times "400 Top Financial Advisors" award was announced April 2019. Data as of 6/30/2018. The award is an independent listing produced annually by the Financial Times. The FT 400 is based on data gathered from advisors, broker-dealer home offices, regulatory disclosures, and the FT’s research. The listing reflects each advisor’s status in six primary areas: assets under management (AUM), asset growth, compliance record, experience, credentials and online accessibility. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance.
The 2020 Financial Times "Top 401 Retirement Advisors" award was announced October 2020. Data as of 12/31/2019. The award is an independent listing produced annually by the Financial Times. The FT 401 is based on data gathered from advisors, broker-dealer home offices, regulatory disclosures, and the FT’s research. Criteria for the award includes defined contribution (DC) plan assets under management, growth in DC plan business, specialization in the DC business, years of experience, industry certifications and compliance record. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance.
The 2019 Financial Times "Top 401 Retirement Advisors" award was announced October 2019. Data as of 12/31/2018. The award is an independent listing produced annually by the Financial Times. The FT 401 is based on data gathered from advisors, broker-dealer home offices, regulatory disclosures, and the FT’s research. Criteria for the award includes defined contribution (DC) plan assets under management, growth in DC plan business, specialization in the DC business, years of experience, industry certifications and compliance record. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance.
Matthew Lanham is currently registered to conduct business with residents of the following states: AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, KS, LA, MA, MD, ME, MI, MO, MS, NC, NE, NH, NJ, NM, NY, OH, OK, OR, PA, SC, TN, TX, VA, VI, VT, WA, WI. California Insurance License # 0f19917.
Michael Aylward is currently registered to conduct business with residents of the following states: AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, LA, MA, MD, MI, NC, NE, NJ, NM, NY, OH, OK, OR, PA, SC, TX, VA, WA, WI. California Insurance License # 0F42921.
Natalie Miller is currently registered to conduct business with residents of the following states: AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, KY, LA, MA, MD, MI, NC, NE, NH, NJ, NM, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY.
Laurel Kent is currently registered to conduct business with residents of the following states: CA, CT, DC, DE, FL, IL, MA, MD, ME, NC, NH, NM, NY, VA.
Stacia Apostolos is currently registered to conduct business with residents of the following states: AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, KS, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NY, OH, OK, OR, PA, SC, TN, TX, VA, VI, VT, WA, WI.