Michelle J. Grist Investments - RBC Wealth Management
Michelle Grist and the RBC Wealth Management Team coordinate the vast resources available at RBC to serve the lifestyle, asset management and planning needs of our clients. This approach provides optimum solutions for those affected by financial decisions. Each generation requires care and attention to family values as well as family assets. Complex estate plans and specific insurance or philanthropic situations are examples of topics addressed by the RBC Wealth Management Team in partnership with top expertise available.
For two decades, Michelle Grist has dedicated herself to providing clarity and options for clients. This multi-generational perspective seeks to plan and provide for each stage. Her strength is in working with each generation to achieve the transfer of wealth and fiscal stewardship. This often includes educating the younger generations to maintain and expand the family vision.
Education
Passed FINRA Series 7 and 66 Exams
Life, Health, variable annuity, variable life and long-term care
Graduate of North Central College, in Naperville, IL
