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®

Managing Director - Branch Director, Senior Portfolio Manager - Portfolio Focus

949-720-8924
Email |

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


Disclosures

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.

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.

Financial advisors may not be registered in all states. Each financial advisor is only licensed to conduct business with investors within the states of registration. Information about state registrations may be obtained from individual or team websites or by contacting the individual directly.