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.
Dan Sullivan
Wealth Strategist
Cathy Walker
Trust Consultant
Steve Vitale
Wealth Management Consultant
Bruce Crepea
Wealth Strategist
Andrew Burbank
Credit Solutions 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
Gregg Koutouvidis
Banking Advisor