John Heath

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

713-623-9272
Email |

Dan Austin

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

713-623-9223
Email |

Valerie Medeles, APP

Senior Investment Associate

713-623-9213

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

Echelon Wealth Strategist


advisor

Wealth Management Banker


Let’s take the next step together

We would value the opportunity to learn more about your financial goals and how we can be of service to you. Please contact us at 713-623-9223, dan.austin@rbc.com, or fill out the form below to schedule a meeting. We look forward to hearing from you.

Let's start the conversation

If you want to discuss your portfolio or have financial questions, please fill out the below form.

To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this contact us form.

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Disclosures

John Heath, NMLS # 2024568 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.