How I serve you

I carefully listen, learn and confirm my clients' financial objectives before creating a wealth plan tailored to their needs. I strive to establish a strong connection with clients to build trust, and believe in open communication.
My ideal clients are those who value sound advice and fact-based guidance on how to achieve their financial goals in a way that feels comfortable to them.

Forming a financial analysis based on thorough evaluations of facts, rather than simply following the current narrative on the economy and the market helps set me apart from other financial advisors. I am unafraid to take a different approach if it helps his clients reach their goals.

What is important to you?

Professional wealth management helps you answer this question, prioritize your objectives and prepare to accomplish them. Helping with the financial side of achieving those goals is central to everything I do. I often help my clients:

  • plan for retirement, including the creation of an income stream;
  • fund an education for a loved one;
  • prepare for a major purchase;
  • protect their family or income; and
  • create a legacy to be remembered by.

Please contact me today to discuss how I can help you reach your goals.

Strength you can trust

Distinguished by a long heritage of financial integrity and unwavering dedication to our clients, RBC has consistently earned high credit ratings.1

  • Moody's Aa1 and A1 / stable4
  • Standards and Poor AA- and A/stable4
  • Fitch Ratings AA2 and AA-3 / stable4

Additionally, RBC has a reputation of strength and stability with a high-quality balance sheet, proactive risk management and a strong liquidity position.

Global Insight Monthly

GI Monthly

Midterms, the market, and what matters

The U.S. midterm election in November is shaping up to be a referendum on Trump 2.0. We examine historical equity market performance surrounding midterm elections, and what this might be—or might not be—suggesting for this year and next.

Read more in Global Insight Monthly

Let’s take the next step together

I would value the opportunity to learn more about your financial goals and how I can be of service to you. Please contact me at 408-947-3398, ted.moorhead@rbc.com, or fill out the form below to schedule a meeting. I look forward to hearing from you.

My Team

image of Ted Moorhead

Ted Moorhead, CDFA®, CPFA®, CRPC®, ChFC®

Senior Vice President - Financial Advisor, Senior Portfolio Manager
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Nicolas St. Geme

Associate Sales Specialist

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

Wealth Planning Associate

advisor

Wealth Management Banker

advisor

Wealth Management Banker

Latest Insights

Engineers

The promise and peril of AI

Until quite recently, the AI boom had been viewed in an almost entirely positive light. But for all of the promise, fears are now growing that AI could also disrupt sectors, hurt workers, and pose a risk to the economy.

Read more

Let's start the conversation

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