Wealth management professionals
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
Cathy Walker
Trust Consultant
Griffin Geisler
Wealth Strategist
Liz Jacovino, CPWA®, CFP®, CTFA, CRPC®
Echelon Wealth Strategist
Andrew Burbank
Credit Solutions Consultant
Disclosures
Patricia Baum, NMLS # 1630888, Margaret Jackson, NMLS # 1622785, Steven Rice, NMLS # 2296205, Fred J. Sherrill, NMLS # 1614743, W. Michael Crowell, Jr., NMLS # 1594461, and Caroline Crowell, NMLS # 2692166 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.
Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.