Brian Keating

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

877-890-6140
Email |
973-966-0309

Qualifications
Brian has more than 30 years of experience in the financial services industry. Prior to joining RBC Wealth Management, he worked in the banking industry for 17 years, providing corporate lending and financial advisory services to large and midsize companies and their owners in the Northeastern United States.

Brian has a master’s degree in business administration from Long Island University, with a concentration in finance. He received his undergraduate degree in business administration from Siena College with a major in finance. Brian’s examinations include the Series 7, Series 63, Series 65 (Registered Investment Advisor) and life insurance.

Personal
Brian has resided in Avon-by-the-Sea, New Jersey, since 1989 with his wife, Susan, and their children, Brian and Ainsley. He enjoys being active in his community. For many years, Brian has been on his town’s recreation committee and has coached and organized youth sports.

Charles Meizoso, AWM, CFP®

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

877-587-9179
Email |
973-966-0309

Qualifications
Charles is a graduate of Duquesne University where he earned a bachelor’s degree in business administration. He entered the financial services industry in 1982 and has acquired a wealth of investment experience in a variety of investment climates. Charles attained the CERTIFIED FINANCIAL PLANNERTM certification and completed RBC Wealth Management’s professional designation of Accredited Wealth Manager (AWM). Retirement, college and estate planning for the current and next generation are just some of the services he provides to clients. Charles is proud of the fact that he meets with his clients personally to make sure he understands their investment objectives and, most importantly, their individual levels of risk tolerance. Charles has passed the Series 7, 63 and 65 FINRA examinations and his life insurance license.

Personal

Charles has resided in Randolph, New Jersey, since 1994 with his wife Lisa and their three children, Michael, Christine and Maria. He is active in his church community and enjoys coaching youth basketball.

 

Robert Sharkey

Senior Vice President - Financial Advisor

732-576-4611
Email |
732-576-4601

Robert is located in our Red Bank Branch 
328 Newman Springs Road, Suite 380
Red Bank, NJ 07701-5654


Qualifications
With 35 years of experience in the securities industry, Robert brings a deep understanding of the fixed income markets. In his early career, he worked in the bond departments of both J.B. Hanauer and Marine Midland Bank. In 1985, Robert joined Gabriele, Hueglin & Cashman, a boutique firm in New York City specializing in fixed income securities. Later that year, GH&C was acquired by Tucker Anthony Incorporated, which was subsequently acquired by RBC Wealth Management in 2002.

Robert has the distinction of being a member of the Chairman’s, President’s or Director’s Council, an internal recognition of top-performing financial advisors, every year since 1992. He has passed the Series 7, 63 and 65 examinations and is licensed to provide annuities together with life, health and long-term care insurances. He earned his Bachelor of Arts degree in history from Fairfield University in 1978.

Personal

Robert resides in Rumson, New Jersey, with his wife Kathleen and is the proud parent of three sons. In his spare time, he enjoys running, politics and sporting events.

Kim Oates

Associate Vice President, Senior Client Associate

973-410-3567
973-966-0309

Kim has 25 years of back office and client service experience and is responsible for the coordination of many “behind the scenes” tasks. She fields client calls and aids clients with day-to-day requests. Her key strengths are attention to detail and client service.

Away from the office, Kim spends her free time with her grandchild Kayla. She also enjoys basketball, football, calligraphy and doing all types of crafts. She donates her blankets to the Newborns In Need and her knitted and crochet hats to Headhuggers for cancer patients.

Jessica Simpson

Senior Registered Client Associate

732-576-4655
732-576-4601

Jessica began her career at RBC Wealth Management in 2009 after graduating from Rutgers College, Rutgers University. Jessica has held operational and administrative positions as well as the position of branch service manager at RBC’s Wall, N.J., office. She gained extensive industry knowledge along the way and her attention to detail and efficiency results in her providing exceptional client service. Jessica has passed the Series 7 and 66 FINRA examinations.

Jessica was raised in Manchester, N.J., and married her high school sweetheart, Brian. They currently reside in Point Pleasant, N.J., with their sons, Logan and Mason, and dog, Luna. Outside of work, Jessica has always been a true Jersey Girl who loves going to the beach, traveling and spending time with her friends and family.

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