Katie Clark, CRPC®

Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

301-907-2726 | Email | |

Qualifications
Katie is a Senior Vice President - Financial Advisor with RBC Wealth Management in Chevy Chase, MD. She has been in the financial services industry since 1978. She is enthusiastic to learn more each day, educate her clients on how to be and continue to be successful investors and this intensifies as the years go by. Katie's clients range from 3rd generation individuals in their thirties to clients well over 80 years old.

Personal
Katie lives in Potomac, MD with her husband Glenn Glasgow, who owns a handyman business. Katie and Glenn have 6 grown children.  In her spare time, Katie serves as chairperson of The Excel Institute, an automotive training program for underprivileged young adults. Katie also serves as president of the Potomac United Methodist Women's group after being on the church's Board for 9 years.

Mrunal Patel, CFP®

Senior Business Associate

301-907-2709 | Email
301-907-2701

Mrunal has worked in the investment services industry for over 8 years. A graduate from Roanoke College in 2005, he joined RBC Wealth Management in 2012. Mrunal is a CERTIFIED FINANCIAL PLANNERâ„¢ (CFP®) professional. The CFP® certification is considered one of the most challenging program designations a financial professional can earn. Mrunal is an active member of the Financial Planning Association of the National Capital Area.