image of James Montalto

James Montalto

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

516-733-2002
Email |
image of Jamie Weil

Jamie Weil, AIF®, CFP®

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

516-733-2001
Email |
image of Rosemarie Aragoncillo

Rosemarie Aragoncillo, AAMS®

Associate Vice President, Financial Advisor Wealth

516-733-2026
Email |
image of Matthew Serrano

Matthew Serrano, APP, CFP®

Senior Financial Associate

516-733-2003
Devin Fevola headshot

Devin Fevola

Registered Client Associate

516-733-2024

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.

advisor

Wealth Management Consultant



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Wealth Strategist


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Wealth Strategist


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Trust Consultant


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Insurance and Annuity Consultant


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High Net-Worth Lending Specialist


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Fixed Income Business Development Professional


Let's start the conversation

If you want to discuss your portfolio or have financial questions, please fill out the below form.

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Disclosures

RBC Wealth Management does not provide tax or legal advice. All decisions regarding the tax or legal implications of your investments should be made in connection with your independent tax or legal advisor. No information, including but not limited to written materials, provided by RBC WM should be construed as legal, accounting or tax advice.

James Montalto, NMLS # 1728436, and Jamie Weil, NMLS # 1727598 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.