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

949-720-8924
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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