First Vice President - Financial Advisor
Professional wealth management helps you answer this question, prioritize your objectives and prepare to accomplish them. Helping with the financial side of achieving those goals is central to everything I do. I often help my clients:
Please contact me today to discuss how I can help you reach your goals.
At RBC Wealth Management, we understand your financial goals are unique — that’s why we provide customized advice. No matter where you are in life, you can depend on our investment management expertise to build a plan that helps you achieve your financial goals. Explore my website to learn more about our customizable solutions designed to strengthen your financial security.
Access our guide designed to help you better understand and identify steps you can take to invest with purpose. This workbook contains a sustainability questionnaire to assist in evaluating what’s most important to you.
Download the guide
If we think you may be a victim of fraud, we will contact you. Fast action can help resolve issues quickly. A trusted contact person is someone you authorize us to contact in limited circumstances, such as if we're unable to reach you and have concerns about activity in your account. This person should be someone you trust, such as a family member, friend or professional (such as your attorney). Your trusted contact person will not be an authorized party on your accounts and your account details will not be shared with them.
Connect with me today to add a trusted contact person to your account.
I would value the opportunity to learn more about your financial goals and how I can be of service to you. Please contact me at 615-928-9522, john.halsell@rbc.com, or fill out the form below to schedule a meeting. I look forward to hearing from you.
Following strong equity gains and significant fixed income volatility, investors should prepare for a more complex and dynamic environment in 2025. Read the Global Insight Outlook »
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