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.
Robert Stern
Echelon Wealth Strategist
Jon Scheriff
Wealth Management Banker
Bulletin Board
Disclosures
The 2025 Forbes Best-In-State Wealth Management Teams award was announced January 2025. Data as of 3/31/24. The award was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each team's best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance was not an award criterion. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience.The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. For more information: www.SHOOKresearch.com.
Jon Resin is currently registered to conduct business with residents of the following states: AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NM, NV, NY, OK, OR, PA, TN, TX, UT, VA, VI, WA. California Insurance License # 0B16040.
Jon Resin, NMLS # 558391, Phil Hammitt, NMLS # 558610, and Griffin Smith, NMLS # 2656557 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.
Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.
Phil Hammitt is currently registered to conduct business with residents of the following states: AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NM, NV, NY, OK, OR, PA, TN, TX, UT, VA, VI, WA. California Insurance License # 0B53710.
Griffin Smith is currently registered to conduct business with residents of the following states: AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, MA, MD, ME, MN, MO, NC, NH, NJ, NM, NV, NY, OR, PA, TN, TX, UT, VI, WA.
Cameron Miller is currently registered to conduct business with residents of the following states: AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NM, NV, NY, OK, OR, PA, TN, TX, UT, VA, VI, WA. California Insurance License # 4434313.