Robert J. Frey, AWM, CFP®, CRPS®

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

972-612-2907
Email |
image of Cary Tucker

Cary J. Tucker, CRPS®

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

972-612-2906
Email |
Dillenback

Robert G. Dillenback, CPFA®

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

972-612-2902
Email |

Joyce Miani

Senior Registered Client Associate

972-612-4238

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.

advisor

Echelon Wealth Strategist


advisor

Corporate & Executive Services


Working with Matt Franks

Before joining Royal Bank of Canada in July 2020 as the Head of High Net Worth Credit, Matthew held various leadership roles in the High Net Worth division of Morgan Stanley’s Private Bank from 2012 to 2020. Prior to that, he was the internal lending coverage lawyer for Morgan Stanley’s Private Banking Group overseeing the development and operation of the firm’s international and domestic lending offerings. Before joining Morgan Stanley in June 2007, Matthew served many years as a corporate finance and tax attorney at several prominent international law firms in New York City.

Matthew earned a B.A. and M.A. from the University of Florida and a J.D. and L.L.M. in Taxation from Boston University School of Law. His publication credits include articles in numerous tax and finance journals including The Secured Lender, Asset-Based Finance Journal and Financier Worldwide. He has also passed the Series 7, 63 and 24 exams and is a member of the New York Bar Association.

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