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.
Liz works with RBC Wealth Management financial advisors to develop appropriate wealth management solutions for clients in the areas of estate planning, retirement planning, stock option planning, charitable giving, education funding and wealth transfer. She also works with clients’ attorneys, accountants and other professionals to implement strategies to meet clients’ financial objectives.
Based in Wilmington, Delaware, Cathy is responsible for helping RBC Wealth Management financial advisors promote family legacy planning concepts to clients. She also helps educate clients about the benefits of using wealth management strategies that incorporate trust and philanthropic solutions. Cathy strives to make what is often viewed as a sensitive and difficult topic into a conversation about the role of planning for clients, their families, friends and communities.
Brian provides expertise to RBC Wealth Management financial advisors who work with endowments, non-profits and foundations. Brian also assists financial advisors in using internal and external wealth management tools, including sophisticated software programs, to help provide appropriate solutions for clients' needs.
Steve provides expertise to RBC Wealth Management financial advisors who work with endowments, non-profits and foundations. Steve also assists financial advisors in using internal and external wealth management tools, including sophisticated software programs, to help provide appropriate solutions for clients' needs.
Andrew partners with financial advisors to provide customized lending solutions for high-net-worth clients, trusts and personal holding companies. He provides recommendations on how the strategic use of credit can help clients meet a variety of wealth accumulation and liquidity management goals, including real estate purchases, bridge financing and refinancing existing high-cost debt.
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