We are 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.

John Moran

Senior Managing Director - Complex Director

212-703-6060
Email |

Shari Barnett

Vice President - Complex Assistant Manager

212-703-6114

Dale Gonzaga

Vice President - Complex Assistant Manager

212-703-6089
Email |

Joseph Ennis

Associate Vice President, Complex Operations Manager

212-703-6062

Michael Ni

Client Associate

212-703-6163

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


advisor

Wealth Strategist


advisor

Wealth Strategist


advisor

Wealth Management Banker


advisor

High Net-Worth Lending Specialist


advisor

Wealth Planning Associate