Jeffrey L. Schlesinger, CFP®, JD

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

651-228-6936 | Email
651-228-6925

Jeff has spent over 30 years in the financial services industry. He has been a financial advisor at RBC Wealth Management for 16 years; providing wealth planning and investment services to individuals and retirement plans. Prior to coming to RBC Wealth Management, he worked for many years designing retirement and executive compensation plans and providing retirement planning for individuals.

A 1977 graduate of Arizona State University, he earned his Bachelor of Science degree in accounting. In 1980, he obtained his Juris Doctorate law degree from the University of Minnesota and in 2008, the CERTIFIED FINANCIAL PLANNERâ„¢ (CFP®) certification.

Dan Schlesinger

Associate Vice President - Financial Advisor

651-228-6930 | Email |

Dan is a graduate of The DePaul University Driehaus College of Business where he majored in economics. During college Dan was extremely active in the community as a Community Service Scholar. Dan started at RBC in 2013 and joined Jeff to create Schlesinger Investment Group, a multi-generational advisory practice. Dan's hobbies include biking, playing music and spending time with his black lab named Neko.

Anna Schlesinger

Financial Advisor

651-228-6964 | Email |

Anna is a graduate of the Massachusetts Institute of Technology (MIT) and has a Master's of Urban and Regional Planning degree from the Humphrey Institute at the University of Minnesota. She previously worked as a credit and foreclosure counselor at a non-profit in San Francisco and prior to joining the team, worked in Minneapolis in an administrative position in the leadership and talent consulting field. She also interned at RBC Wealth Management while in graduate school. Anna has obtained the Series 7, 63, and 65 licenses. In her spare time, Anna enjoys the outdoors and landscaping her St. Paul backyard.