Middleburg Wealth Management - RBC Wealth Management

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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.

Emily Ferry

Wealth Management Consultant

Emily spearheads the collaborative efforts of the Client Strategies Team support for your financial advisor. She is part of a multidisciplinary group of professionals who provide guidance on investment management, estate planning services, credit solutions, insurance and annuity strategies, professional trustee services and trust consulting, retirement solutions, capital markets engagement, banking solutions and more. Called upon for support at various times throughout your wealth management journey, Emily works diligently to address clients’ unique situations.

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 to present at client seminars.

Liz Jacovino, CPWA®, CFP®, CTFA, CRPC®

Echelon Wealth Strategist

As an RBC Echelon wealth strategist, Liz works with financial advisors and their ultra-high-net-worth clients to understand what is most important to them and to help develop appropriate strategies that address the client’s objectives and concerns. Liz serves as a knowledgeable resource in the area of complex wealth, including planning strategies for corporate executives, trust and estate planning services, concentrated stock options, business succession planning and philanthropic planning. She also coordinates solutions and external professional services tailored to RBC Echelon clients' needs.

Juliana Rodriguez

Associate Wealth Management Banker

In the wealth management banker role, Juliana 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.

Matthew Peterson

Fixed Income Business Development Professional

Matt is a member of the Fixed Income Business Development team based in Minneapolis, where they help market taxable and tax-exempt bonds to both the Transactional and Advisory platforms. He works closely with advisors to assist with portfolio evaluation and construction, generate proposals, provide tax loss swap ideas, along with giving branch presentations featuring our best trade ideas across the fixed income market.

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.

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About our team

Julie-Anne Lewis

Yvonne Gough

Kathy Garrison

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There are no events to show

Client Strategies Team

Emily Ferry

Les Williams

Liz Jacovino, CPWA®, CFP®, CTFA, CRPC®

Juliana Rodriguez

Matthew Peterson

Cathy Walker

Let's start the conversation