Senior Vice President - Financial Advisor, Portfolio Director Group
Jesse has been a licensed and registered financial advisor for 20 years, and is supported by experienced associates who handle client administrative needs. Previous to RBC Jesse has worked at investment firms such as Merrill Lynch and Piper Jaffray. Jesse focuses primarily on the fixed income marketplace and securities lending. He specializes in high credit quality tax-free municipal bonds, government agencies, and short term cash alternatives such as treasuries, agencies, and money market funds. Jesse also specializes in lending. He designs custom lending solutions and provides recommendations for low interest loans to help clients meet a variety of wealth accumulation and liquidity management goals. Jesse fosters a wealth management plan to help clients meet needs and goals. He has been recognized in the Financial Time’s “Top 400 Financial Advisors”.
Running up debts to buy foreign goods is unsustainable in the long term. Identifying the problem is simple, but we see no easy or quick escape for the U.S. from the imbalances built up over the last four decades. Read the Global Insight Monthly »
I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.
A 529 savings plan may be an effective tool to build a tuition nest egg, even if your child is starting college soon.
