Client Strategies Team
With individual specializations across a variety of financial disciplines, the Client Strategies Team serves as a unique resource to RBC Wealth Management financial advisors. Our clients and advisors both benefit from the collective expertise of this team, and their ability to help enhance the effectiveness of wealth management strategies—from recommendations through delivery of solutions.
Jordan Perschel
Wealth Management Banker
Robert Stern
Echelon Wealth Strategist
Tim Yarbrough
Retirement Plan Consultant
Aaron Gallardo
Trust Consultant
City National Bank banking advisor
City National Bank banking advisors serve as a resource to RBC Wealth Management financial advisors. Together, we gather valuable information and develop a stronger understanding of your financial objectives to support a comprehensive wealth strategy.
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Eric Hollister
Senior Banking Advisor