Kristin Pfeiffer - RBC Wealth Management

Kristin Pfeiffer, CFP®, MBA

Vice President - Financial Advisor

Kristin brings both confidence and clarity to the wealth management process. She works closely with clients to design and implement investment portfolios and wealth plans that are firmly centered on each client’s specific principles and goals.

Experience and education

Degrees & certifications

Duke University, B.A. in Economics
Wharton School of the University of Pennsylvania, M.B.A.
CERTIFIED FINANCIAL PLANNER^TM

Kristin joined RBC Wealth Management after over a decade of working on Wall Street. Before joining RBC, she was a Vice President in the New York City Sales and Trading divisions at J.P. Morgan and at Morgan Stanley. During her tenure, she developed a deep knowledge of the financial markets and investment strategies - all while consistently delivering strong results for her clients.

A native of the Washington, D.C. area, Kristin graduated from the Holton-Arms School in Bethesda, Maryland. She received her undergraduate degree from Duke University, where she focused her studies on economics and the financial markets, and her M.B.A. from the Wharton School of the University of Pennsylvania.

Kristin earned the CERTIFIED FINANCIAL PLANNER^TM professional designation. The multi-year CFP® program entails in-depth courses, training and comprehensive examinations in all areas of financial planning, including investments, taxes, insurance, estate and retirement planning. Kristin has also passed the Series 7 and 66 exams.

Personal

Community involvement

Wonders Early Learning + Extended Day, Board Member and Vice Chair of the Finance Committee
Compass Pro Bono
Duke University and Duke DC
Many Hands

Kristin is a dedicated member of her community and always keen to use her knowledge and skills to give back. She is passionate about education and serves on the Board of Directors and as Vice Chair of the Finance Committee for Wonders Early Learning + Extended Day. She volunteers as a Thought Partner and Strategy Consultant with Compass Pro Bono, a nonprofit that partners volunteers with local nonprofits to provide highly personalized and strategic support. Kristin is also a member of Many Hands, a women’s grant-making organization.

In addition to being an avid skier and tennis player, Kristin loves to travel. She is a devoted Duke fan who stays connected to campus by co-chairing her Duke reunions and serving on the Board of Duke University’s D.C. Women’s Forum.

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.

Janet Engels

Senior Vice President, Director of Portfolio Advisory Group

A 32-year veteran of the securities industry, Janet Engels became Director of RBC Wealth Management’s Portfolio Advisory Group in 2002 following the acquisition of Tucker Anthony Inc. She is Co-Chair of the Global Portfolio Advisory Committee (GPAC) and a member of the firm’s Directors Group. She is also a member of the Financial Women’s Association of New York and a frequent speaker at client seminars throughout the country. She has appeared on CNBC, Fox Business and has been quoted in several leading industry publications. Janet was also the recipient of RBC Wealth Management’s “Irv Weiser Diversity Award” in recognition of her commitment to supporting the education of women and increasing awareness about persons with disabilities. Janet received a B.S. in Business Administration from Bucknell University in Pennsylvania.

Les Williams

Wealth Strategist

Les 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, Les partners with financial advisors to meet with individual clients and their attorneys and/or accountants, as well as present at client seminars.

Cathy Walker

Trust Consultant

As a trust consultant, Cathy specializes in personal trust planning and assists in the movement of client trust assets, provides educational and technical guidance relating to personal trusts and advises clients on opportunities with third-party professional trust partners.

Josh Mendelson

Wealth Management Banker

In the wealth management banker role, Josh acts as the key contact for financial advisors and their clients to build awareness and understanding of the full cash management and lending options available.

Tim Yarbrough

Retirement Plan Consultant

Tim is a retirement planning consultant who is dedicated to providing guidance on retirement planning, as well as individual and employer-sponsored retirement plans for financial advisors and their clients.

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