Testy McTestalot - RBC Wealth Management

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.

Joseph McCullough

Wealth Strategist

Joseph 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, Joseph partners with financial advisors to meet with individual clients and their attorneys and/or accountants, as well as to present at client seminars.

Testing Branch

Client Strategies Team

Joseph McCullough

Protect what’s important to you