The Di Vito Consulting Group - RBC Wealth Management

Joe DiVito, AIF®, CEPA®, CFP®, CIMA®, CRPS®

Managing Director - Financial Advisor, Advanced Wealth Manager, Senior Portfolio Manager - Portfolio Focus

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Joe has been managing assets for some of Arizona’s most affluent families and institutions since 1992. His drive has led to being a nationally recognized leader in the profession. He’s consistently ranked one of the Top Wealth Managers in the U.S. in Forbes (2019, 2020, 2021, 2022, 2023) and Barron’s Magazines (2019, 2020, 2021, 2022, 2023). During his time at UBS, he was a member of the UBS Global Circle of Excellence, a qualitative measure of the top 75 advisers in the US and top 225 in the world. At RBC Joe has consistently been a Chairman’s Council level advisor, maintaining excellence in all aspects of his practice. Being a board CERTIFIED FINANCIAL PLANNER™ (CFP®), Investment Management Analyst (CIMA®), Accredited Investment Fiduciary (AIF®), Chartered Retirement Plan Specialist (CRPS®) and a Business-Finance graduate from Arizona State University he assures clients he won’t be outdone in professional education. He has written several pieces and spoke at several events during his career.

His wealth management practice focuses on a holistic approach to wealth management, retirement plan consulting, wealth transfer, risk management and estate planning. He began his career at Morgan Stanley before moving to UBS in 1998, and in 2009 joined RBC Wealth Management. He joined RBC because of their financial stability in the midst of the great recession. Joe focuses on his client’s specific financial goals using a consultative process hiring world-class private and public asset managers. Efficient asset management is the core of his practice.

He’s a fifth generation native Arizonan and is passionate about giving back to the community. He donates his time and resources to several local charitable organizations. He is a class XIV graduate of Scottsdale Leadership and has held several board positions with local non-profits. Joe cherishes his time with his wife Jinger and son Cooper especially outdoors or at their cabin. Joe is an avid hiker, races anything with a motor, plays the guitar terribly and enjoys fly-fishing when he can break away.

The 2019 Forbes "Best-In-State Wealth Advisors" award was announced February 2019. Data as of 6/30/2018. The award was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance. For more information: www.SHOOKresearch.com.

The 2020 Forbes "Best-In-State Wealth Advisors" award was announced January 2020. Data as of 6/30/2019. The award was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance. For more information: www.SHOOKresearch.com.

The 2021 Forbes "Best-In-State Wealth Advisors" award was announced February 2021. Data as of 6/30/2020. The award was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance. For more information: <a href="http://www.SHOOKresearch.com" target="_blank">www.SHOOKresearch.com</a>.

The 2022 Forbes "Best-In-State Wealth Advisors" award was announced April 2022. Data as of 6/30/2021. The award was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance. For more information: <a href="http://www.SHOOKresearch.com" target="_blank">www.SHOOKresearch.com</a>.

The 2023 Forbes “Best-In-State Wealth Advisors” award was announced April 2023. Data as of 6/30/2022. The award was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance. For more information: www.SHOOKresearch.com.

David DiVito, AIF®, CFP®, CIMA®, CPFA®, MAcc*

Financial Advisor

602-381-5302

Rachelle Turner

Registered Client Associate

602-381-5373

Shannon Long

Client Associate

602-381-5333

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.

Bill Ringham

Director of Wealth Strategies

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

Dean Deutz, CFP®

Echelon Wealth Strategist

As an RBC Echelon wealth strategist, Dean partners with financial advisors and their ultra-high-net-worth clients to understand what is most important to them and to help develop appropriate strategies that address the client’s objectives and concerns. Dean serves as a knowledgeable resource in the area of complex wealth, including planning strategies for corporate executives, trust and estate planning services, concentrated stock options, business succession planning and philanthropic planning. He also coordinates solutions and external professional services tailored to RBC Echelon clients' needs.

Jennifer Linder

Internal Wealth Strategist

As an Internal Wealth Strategist, Jennifer is our subject matter expert in complex planning concepts and the tools that support our planning platform. She also assists advisors with effective client discovery, developing and monitoring wealth plans, and plan presentations.

Melissa Winn

Wealth Strategist

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

Jordan Perschel

Wealth Management Banker

In the wealth management banker role, Jordan acts as the key contact for financial advisors and their clients to build awareness and understanding of the full cash management and lending options available.

Aaron Gallardo

Trust Consultant

As a trust consultant, Aaron specializes in personal trust planning and assists in the movement of client trust assets, provides educational and technical guidance relating to personal trusts and advises clients on opportunities with third-party professional trust partners.

Yaron Ben-Yohanan

Corporate & Executive Services

As member of RBC Corporate and Executive Services, Yaron offers a full complement of solutions specifically designed to address the overlapping needs of business owners, C-suite executives and the company.

Jen Maneatis

Wealth Strategist

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

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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.

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Susan Hall

Vice President - Senior Banking Advisor

Susan works collaboratively with RBC Wealth Management financial advisors to identify banking solutions that help clients achieve their financial and business goals. Susan's in-depth understanding of City National Bank's mortgage, commercial, private banking and consumer lending capabilities allows her to develop effective recommendations that can complement a client's financial plan.

About our team