About our team

Gerri provides expertise to RBC Wealth Management financial advisors who work with endowments, non-profits and foundations. Gerri also assists financial advisors in using internal and external wealth management tools, including sophisticated software programs, to help provide appropriate solutions for clients' needs.

Evan serves as a resource for advisors in determining and developing wealth transfer strategies for high net worth clients in areas including: estate strategies, lifetime giving, and personal trust planning, charitable giving, concentrated equity position diversification and employee stock options. Coverage includes meetings with advisors and their individual clients and attorneys/CPAs, client seminars and training sessions for advisors and outside centers of influence or educational branch visits.  

Meredith supports financial advisors working with ultra-high-net worth individual investors and families in developing customized wealth plans designed to meet the needs, wants and wishes of those clients.

Dan works with RBC Wealth Management financial advisors to develop appropriate wealth management solutions for clients in the areas of estate planning, retirement planning, stock option planning, charitable giving, education funding and wealth transfer. He also works with clients’ attorneys, accountants and other professionals to implement strategies to meet clients’ financial objectives.

Josh works with financial advisors to establish a wealth management practice that manages both sides of the balance sheet. He accomplishes this by focusing on clients’ liquidity needs in the short term, while maintaining a long-term focus on goals-based borrowing through the wealth planning process

Based in Wilmington, Delaware, Cathy is responsible for helping RBC Wealth Management financial advisors promote family legacy planning concepts to clients. She also helps educate clients about the benefits of using wealth management strategies that incorporate trust and philanthropic solutions. Cathy strives to make what is often viewed as a sensitive and difficult topic into a conversation about the role of planning for clients, their families, friends and communities.