Financial empowerment


Mission

I'm on a mission to help clients navigate the financial services industry effectively. I'm committed to educating clients about money and investments, helping to reduce money-anxiety and empowering clients to take control of their finances. My goal is to help clients to reach their financial goals and to achieve a sense of financial well-being and get the best deal possible from RBC and all of their financial service providers.

Vision

I work to help create financial security and peace of mind for individuals and their families. Many clients are worried about the volatility of the markets and the stability and safety of your investments. I will design customized portfolios which are balanced and diverse, while providing an appropriate level of income and growth for your family’s needs. I will also explain financial issues and my investment rationale in depth to help empower you and counteract the mystification and intimidation which is prevalent in this industry.

#1 in Investor Satisfaction with Full-Service Brokerage Firms by J.D. Power

RBC Wealth Management recently received the J.D. Power Award for ranking highest in investor satisfaction with full-service brokerage firms. This award is based on client feedback, and I am honored to work for a company that is committed to our clients and puts people first.

Be cyber aware

In today's digitally connected world, not everyone is who they claim to be. That’s why we are committed to helping our clients learn how to protect themselves and their data. Learn more.

Political reality checks

As the U.S. elections approach, we look at how the candidates’ policy prescriptions could play out under the most plausible election outcome scenarios, and highlight the checks and balances that could limit the impact of politics on financial markets. Read the full economic outlook in the latest edition of Global Insight.

 

Attend a workshop

Mr. Ball offers periodic workshops on socially conscious investing, and the emotional side of money and investments. If you are interested in a schedule of upcoming workshops or events please contact Jeff at 732-576-4634 or jeffrey.ball@rbc.com.

Jeff and Laura

Learn more about us

Let's start the conversation

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Featured Blog:

Optimistic Portfolio Management in Scary Times

Although it’s clear that the coronavirus will impact the economy, history has shown that fear should not drive your investment strategy. Learn more.

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