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.
Jordan Williams
Wealth Management Consultant
Robert Stern
Echelon Wealth Strategist
Jon Scheriff
Wealth Management Banker
Janet Engels
Senior Vice President, Director of Portfolio Advisory Group
Linette Carlson
Insurance and Annuities Specialist
Brian Cleary
Managed Portfolio Strategist
Contact us
Please fill in all the mandatory fields.
To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this contact us form.
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.
Norma Whitsitt, NMLS # 2313309 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.