Senior Vice President - Financial Advisor, Portfolio Manager - Portfolio Focus
A financial goal plan is integral to successful planning for retirement, and it is a key component to what I offer my clients. I manage investment capital for my clients via the stock and bond markets using individual securities, mutual funds, CEF's and ETF's as well as professionally managed separate accounts. I specialize in investment plans designed to maximize income from investment capital, with an appropriate amount of risk for the individuals involved. My clients are families, individuals and company retirement plans.
I welcome you to experience the RBC Wealth Management difference yourself. Contact me today to set up a meeting.
May 10, 2022
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