Mary Mathias, CFP®

Senior Vice President - Financial Advisor, Senior Consulting Group

202-661-9554
Email |

Shawn O'Reilly, AWM

Senior Vice President - Financial Advisor, Senior Consulting Group

202-661-9534
Email |

Susanne Nolan, CFP®

Senior Vice President - Financial Advisor

703-556-9486

Emily Ferry, CFP®

Senior Investment Associate

202-661-9578

Elisabeth Herold

Client Associate

202-661-9584

Lois Quagliato

Senior Client Associate

703-342-1191

Megan Weis

Client Associate/Registered Client Assoc

202-661-9513

Full Service Wealth Management Planning with The Columbia Group



Order Left to right: Emily Ferry, Mary Mathias, Shawn O’Reilly, Elisabeth Herold.

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


City National Bank banking advisor

City National Bank banking advisors serve as a resource to RBC Wealth Management financial advisors. Together, we gather valuable information and develop a stronger understanding of your financial objectives to support a comprehensive wealth strategy. 

CNB MEMBER FDIC cnb.com Equal Housing Lender, NMLSR #536994

advisor

Vice President – Senior Banking Advisor