Newport Beach is proud of our service-oriented culture dedicated to putting clients first and we are committed to ensuring all advisors and clients enjoy a smooth transition to RBC Wealth Management. Scroll through our team members below to learn more about who we are and how we can be of service to you.


image of David Thompson

David Thompson, AWM, CEPA®, CIMA®

Senior Vice President - Branch Director, Senior Portfolio Manager - Portfolio Focus

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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.

Dana McDonald

Wealth Management Consultant

Melissa Winn

Wealth Strategist

Robert Stern

Echelon Wealth Strategist

Jordan Perschel

Wealth Management Banker

Aaron Gallardo

Trust Consultant

Tim Yarbrough

Retirement Plan Consultant

Michelle Gilly

Insurance and Annuity Consultant

Michael Roy

Alternative Investments Consultant

City National Bank banking advisor

City National Bank banking advisors serve as a resource to RBC Wealth Management financial advisors. Together, we gather valuable information and develop a stronger understanding of your financial objectives to support a comprehensive wealth strategy. 

CNB MEMBER FDIC Equal Housing Lender, NMLSR #536994


Senior Banking Advisor


Senior Banking Advisor