Stephen Goldstein - RBC Wealth Management

Stephen Goldstein, AIF®, CFP®, MSF, RICP®

Managing Director - Financial Advisor, Portfolio Director

410-316-5312 410-513-6637

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Katie Hughes, CAP®

Senior Registered Client Associate

410-316-5303

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.

Les Williams

Wealth Strategist

Les serves as a resource for your financial advisor in determining and developing wealth transfer strategies for high-net-worth clients in areas including estate strategies, lifetime giving, personal trust planning, charitable giving, concentrated equity position diversification and employee stock options. In this role, Les partners with financial advisors to meet with individual clients and their attorneys and/or accountants, as well as to present at client seminars.

Katie Rogers

Wealth Planning Associate

Katie's role as a wealth planning associate includes supporting financial advisors in their wealth planning efforts for clients. Katie assists with making appointments, gathering information, developing wealth plans, as well as presenting wealth plans and strategies to clients.

Daniel Benkoski

Wealth Management Banker

In the wealth management banker role, Daniel acts as the key contact for financial advisors and their clients to build awareness and understanding of the full cash management and lending options available.