<iframe src="//www.googletagmanager.com/ns.html?id=GTM-PFR3SFR" height="0" width="0" style="display:none;visibility:hidden">
  • rbcwealthmanagement.com
  • Important information
  • Sign in
 RBC Wealth Management

Greyrock Wealth Advisors

  • Sign in >
  • Important information >
  • Home >
  • About
    • About us >
    • Our wealth management process >
    • Our investment philosophy >
    • The RBC Wealth Management difference >
    • Client experience >
  • Offerings
    • A wealth of client solutions >
    • Institutional & Endowment Services >
    • Advantages of credit >
    • RBC Private Wealth >
    • RBC WealthPlan >
  • Insights >
  • Contact >

Institutional & Endowment Services

Jason Burkett, NMLS # 2093253 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.

, and Jason Burkett, NMLS # 2093253 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.

, and Jason Burkett, NMLS # 2093253 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.

, and Jason Burkett, NMLS # 2093253 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.

, and Jason Burkett, NMLS # 2093253 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.

, and Jason Burkett, NMLS # 2093253 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.

, and Jason Burkett, NMLS # 2093253 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.

, and Jason Burkett, NMLS # 2093253 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.

, and Jason Burkett, NMLS # 2093253 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.

Read additional advisor disclosures.

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

Greyrock Wealth Advisors

Phone: 970-282-6580


Jason Burkett, CFP®, CRPC®

Managing Director - Financial Advisor,
Senior Portfolio Manager - Portfolio Focus

Phone: 970-282-6579

Scott Baker, CIMA®, MBA

Senior Vice President - Financial Advisor,
Portfolio Director Group

Phone: 970-282-6580

Lance Crossett

Senior Vice President - Financial Advisor,
Senior Portfolio Manager - Portfolio Focus

Phone: 970-282-6577

Donald Baker, CRPC®

Vice President - Financial Advisor

Phone: 970-282-6574

Kyle Danford, CPFA®

Senior Vice President - Financial Advisor,
Portfolio Director Group

Phone: 970-282-6593

Austin Schuler, CFP®

First Vice President - Financial Advisor,
Portfolio Director Group

Phone: 970-282-6591

Cindy Motiff

Senior Financial Associate

Phone: 970-282-6581

Nicole Rowe, CAP®, CDFA®

Investment Associate

Phone: 970-282-6587

Giulia LaPlante, CFP®

Financial Advisor

Phone: 970-282-6571


Address
Fort Collins
3491 East Harmony Road, Suite 210
Fort Collins, CO 80528
View on map
Privacy & Legal
  • Privacy & security
  • Legal & disclosures
  • Terms & conditions
  • Business continuity plan
  • Statement of Financial Condition
  • Advertising and cookies

Royal Bank of Canada Website, © 2009-2025
© 2025 RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE / FINRA / SIPC
Back to top