Comprehensive wealth management

We have in-depth experience in wealth management planning and investment management, but we also bring in professionals with the expertise necessary for a successful wealth management plan. We will also work alongside your attorney and accountant.  

RBC Wealth Management does not provide tax or legal advice. All decisions regarding the tax or legal implications of your investments should be made in connection with your independent tax or legal advisor.




 

 

 

 

 

 

 

 


 

 

 

 

 

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.

advisor

Wealth Strategist


advisor

Trust Consultant


advisor

Wealth Strategist



advisor

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.