Patrick Morrow

Helping you grow more than wealth

Purpose and strength

A world of resources

For more than a century, RBC Wealth Management has provided trusted advice and solutions to individuals, families, institutions and charitable foundations through an award-winning global network and tools.

World's 5th largest

Wealth manager by assets*

AA- credit rating

The second-highest rating from Standard & Poor’s

85,000 employees

Across the globe, with 200 U.S. offices

Scorpio Partnership's Global Private Banking Benchmark Report 2018. * This measurement includes all global RBC Wealth Management affiliates including the U.S. division.

RBC Echelon distinctive wealth solutions

Through RBC Echelon, we provide business owners, corporate executives and wealthy families customized strategies and bespoke solutions to grow, preserve and make an impact with their wealth over generations. It's where your wealth takes you that matters, and RBC Echelon understands that being wealthy is only the beginning.

Prepare for the expected (Wealth Insight Report)

Preparing for the expected - Wealth Insights

Contact

203-221-2530
patrick.morrow@rbc.com

Patrick Morrow, C(k)P®, CPFA®, CRPS®

Senior Vice President - Branch Director, Senior Portfolio Manager

Tina Silano

Senior Client Associate

The benefits of an estate plan review

Sorry we couldn't submit this form at this time. Please try again later.

Complimentary Workbook: Family Inventory Workbook

Thank you!

Please click the link to download a PDF of the Family Inventory Workbook.

Family Inventory Workbook

Please fill out the fields below. After you click “submit” a link to the workbook will be provided here.

First name is a required field.

Special characters are not allowed here. Please provide valid input for this field.

Last name is a required field.

Special characters are not allowed here. Please provide valid input for this field.

Email is a required field.

Special characters are not allowed here. Please provide valid input for this field.

Phone is a required field.

Special characters are not allowed here. Please provide valid input for this field.

The sum of the numbers is incorrect.

Add the following numbers

*Required fields

RBC Wealth Management Financial Advisors may only conduct business with residents of states for which they are properly registered. Do not use email to give us time sensitive information, personal identification information or to send account related instructions (such as an order to purchase or sell a security or transfer funds.) Email messages are not secure; therefore, please use caution when sending information via email.