Keith, Carr Wealth Management Group - RBC Wealth Management

Aaron Keith, CFP®, CRPC®

Managing Director - Financial Advisor, Senior Portfolio Manager

973-867-4689

Ryan Carr

Senior Vice President - Financial Advisor, Senior Portfolio Manager

973-867-4686

Email |

Katie Danbury, APP

Financial Advisor

973-867-4710

Samantha Burany

Senior Registered Client Associate

973-867-4702 201-306-4772

Client Strategies Team

The Client Strategies Team is a resource to help support you in your wealth planning goals, developing a strong understanding of your personal financial objectives, gathering valuable information and addressing complex financial and wealth strategies issues. Explore the bios below to learn more about the team.

Dan Sullivan

Wealth Strategist

Dan serves as a resource for your financial advisor in determining and developing wealth transfer strategies for high-net-worth clients in areas including estate strategies, lifetime giving, personal trust planning, charitable giving, concentrated equity position diversification and employee stock options. In this role, Dan partners with financial advisors to meet with individual clients and their attorneys and/or accountants, as well as to present at client seminars.

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