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Giving while living: How to start gifting assets during your lifetime

The Meridian Group

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- Retirement income planning
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- rbcwealthmanagement.com
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Home
About us
Wealth planning
Retirement
- Retirement income planning
- Retirement distribution options
Resources and insights
Contact

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Edward Link Jr, NMLS # 2227692, Michael Kemp, NMLS # 2329585, and Allison Oakey, NMLS # 2270085 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

, Edward Link Jr, NMLS # 2227692, Michael Kemp, NMLS # 2329585, and Allison Oakey, NMLS # 2270085 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

, Edward Link Jr, NMLS # 2227692, Michael Kemp, NMLS # 2329585, and Allison Oakey, NMLS # 2270085 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

, Edward Link Jr, NMLS # 2227692, Michael Kemp, NMLS # 2329585, and Allison Oakey, NMLS # 2270085 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

, Edward Link Jr, NMLS # 2227692, Michael Kemp, NMLS # 2329585, and Allison Oakey, NMLS # 2270085 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

, Edward Link Jr, NMLS # 2227692, Michael Kemp, NMLS # 2329585, and Allison Oakey, NMLS # 2270085 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

, Edward Link Jr, NMLS # 2227692, Michael Kemp, NMLS # 2329585, and Allison Oakey, NMLS # 2270085 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

, Edward Link Jr, NMLS # 2227692, Michael Kemp, NMLS # 2329585, and Allison Oakey, NMLS # 2270085 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

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Investment and insurance products offered through RBC Wealth Management are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment risks, including possible loss of the principal amount invested.

Contact information

The Meridian Group

Phone: 540-404-6601

Edward Link Jr

Managing Director - Financial Advisor,
Senior Portfolio Manager

Phone: 540-404-6601
Cell: 540-541-0618

Michael Kemp

Managing Director - Financial Advisor,
Senior Portfolio Manager

Phone: 540-404-6602
Cell: 540-240-7871

Allison Oakey, CFP®, CRPS®

Vice President - Financial Advisor

Phone: 540-404-6608
Cell: 540-240-1025

Samuel Oakey, CEPA®

Financial Advisor

Cell: 540-676-2658

Kristy Joyce

Senior Client Associate

Phone: 540-404-6607
Cell: 540-541-9216

Jeannette Hayes

Senior Client Associate

Phone: 540-404-6604
Cell: 540-541-9169

Alla Daniel

Client Associate

Phone: 540-404-6623

Heather Pritchard

Client Associate

Phone: 540-404-6615

Address

Roanoke
110 Franklin Road SE, Suite 400
Roanoke, VA 24011
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