Jeffrey D. Peifly, CFP®

Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

973-867-4629
Email | |

David Margolies

Senior Registered Client Associate

973-867-4694

Wealth management professionals

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.

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Insurance Consultant


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Wealth Strategist


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Trust Consultant


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Wealth Management Consultant


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Wealth Planning Consultant


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Credit Solutions Consultant


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Divisional Retirement Plan Consultant


City National Bank banking advisor

City National Bank banking advisors serve as a resource to RBC Wealth Management financial advisors. Together, we gather valuable information and develop a stronger understanding of your financial objectives to support a comprehensive wealth strategy. 

CNB MEMBER FDIC cnb.com Equal Housing Lender, NMLSR #536994

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Banking Advisor