Personal relationships and global resources

I manage wealth for families, but equally as important for clients and prospects, I help create wealth and continue to build up existing wealth through RBC's vast network of resources and capabilities. Learn more about us and our client strategies team. 

Shawn Gray

Shawn Gray

Senior Vice President - Financial Advisor, Consulting Group

651-430-5509
Email | |

My Personal Wealth Management Approach

What is Wealth Management?.....Wealth Management is the holistic approach to working with a client's total financial life.  This can include (but is not limited to) retirement analysis, portfolio recommendations, insurance reviews, estate planning, education planning for children and grandchildren, annuity reviews, and income planning during retirement.  I focus on providing wealth management solutions to clients nationwide with a full range of investment, trust, credit, cash, planning, insurance, and asset management solutions.  I bring over 25+ years of experience, expertise and commitment working with professionals and their families.  I use a consultative process to gain a detailed understanding of your deepest values and goals.  Together with my team and partners, we then employ customized recommendations designed to address each client's unique needs and goals beyond simply investments.  Economic and market trends are making it harder and harder to compete on performance alone.  Clients need relationship-oriented, goals-based, holistic wealth management.  They need to do business with firms and advisors whose values and principals mirror their own.  That is what sets me apart and I accomplish this by providing my clients with a high level of service that meets and often exceeds their expectations.

RBC's Corporate and Executive Services; and RBC Capital Markets

While leveraging the full breadth of the RBC platform, Corporate & Executive Services (CES) guides Private and Public companies and their executives through regulatory complexities while delivering an array of sophisticated investment options to help companies feel confident about their financial responsibilities. Together with my team and partners, we offer an extensive range of products including:

 
  • Equity Compensation Administration
  • Investment Banking Services
  • Employee Stock Options
  • Directed Share Programs
  • Corporate Share Repurchases
  • Restricted Stock Transactions
  • Affiliate Trading Programs (10b5-1 Plans)
  • Employee education and communication for benefit plans
  • Retirement Plan Design and Fee Analysis

Additionally, Corporate & Executive Services offers a wide range of capital-raising and merger and acquisition advisory services through RBC Capital Markets. These services include:

 
  • Equity and Debt Underwriting
  • IPOs
  • Private Placements
  • Private investment in Public Equities
  • Lending that can be tailored to your unique needs

Through individualized consulting with experienced specialists, we can customize solutions for your unique needs.

RBC Wealth Management Online

Introducing RBC Total Wealth

RBC Total Wealth is a way to view your complete financial picture. See your RBC accounts—along with your accounts at other financial institutions you choose to add—–in one convenient place. Access Total Wealth by selecting Sign in above to log into your accounts and then choose Add External Accounts. It’s a simple and secure way to keep your financial life connected to your everyday life.

With change comes questions

See the impact of your money decisions before you make them, with RBC WealthPlan.

Gain financial flexibility

Be prepared for many of your financing needs by opening an RBC Credit Access Line. With no cost to set up, no ongoing fees, competitive interest rates and favorable terms, it may be a practical tool to help accomplish your immediate and long-term goals. Contact me today to explore this potentially untapped source of opportunity. 

Tax Considerate Solutions

Have You Switched Jobs Recently?

If so, it’s important to know where your assets are, and where they are going. Call us today to discuss the advantages, disadvantages and potential tax consequences of your IRA rollover options, and how they will affect your retirement. Together we will carefully choose the option that best fits your needs and retirement goals.

Bulletin Board

Let's start the conversation

If you want to discuss your portfolio or have financial questions, please fill out the below form.

To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this contact us form.

*Required fields

Global Insight Monthly

Global Insight Monthly NovemberMarket overview: A new reality

As equity investors face continuing challenges, an elevated bond yield environment has changed the equation.

Read the Global Insight 2024 Outlook »