Managing Director - Financial Advisor, Senior Portfolio Manager - Portfolio Focus
The focus of Jared’s business is on solidifying strong, personal relationships with clients. One of Jared’s areas of experience is in constructing formal investment plans to help his clients measure the feasibility of their success in accomplishing their personal financial goals. Once the goals are established, Jared works with his clients to establish a plan designed to build and maintain their wealth in a tax-efficient manner.
I am very proud to be recognized as a Forbes Best-In-State Wealth Advisors in 2021, 2022, 2023, and 2024 and an AdvisorHub Advisor to Watch in 2022 and 2023. I am pleased to be a part of this respected group—because it means I’m serving my clients well.
As the U.S. presidential election campaign sprints to November, the policy agendas of Kamala Harris and Donald Trump are taking shape, and we address the key differences that matter most to the economy and stock market. Read the Global Insight Monthly »
I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.
The economic environment could be in for an about-face. We look at what investors should be focusing on, beyond the same old same old, in this election year.