The Di Vito Consulting Group - RBC Wealth Management

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

Managing Director - Financial Advisor, 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, CFP®

Financial Advisor

602-381-5302

Rachelle Turner

Registered Client Associate

602-381-5373

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 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. He also works with clients’ attorneys, accountants and other professionals to implement strategies to meet clients’ financial objectives.

Dean Deutz, CFP®

Private Wealth Consultant

Dean provides individuals, families, business owners and executives with comprehensive wealth management planning to address the issues most common to high-net-worth families. Dean has extensive expertise developing strategies and implementing solutions in the following areas: retirement, investments, insurance, lending, trust, estate, and stock options.

Jennifer Linder

Jennifer is an internal wealth planning consultant based in Minneapolis. Jennifer is a part of a team that supports financial advisors in delivering comprehensive goals-based planning and providing their clients with a plan to meet their needs, wants and wishes. Through that approach, Jennifer focuses on helping clients accumulate wealth, fund their lifestyle, preserve their assets and create a legacy.

Malia Haskins

Wealth Strategist

Malia 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.

Jordan Perschel

Credit Consultant

Jordan works with financial advisors to establish a wealth management practice that manages both sides of the balance sheet. He accomplishes this by focusing on clients’ liquidity needs in the short term, while maintaining a long-term focus on goals-based borrowing through the wealth planning process.

Aaron Gallardo

Trust Consultant

Aaron specializes in collaborating with RBC Wealth Management financial advisors to deliver trust solutions to high-net-worth individuals and families as part of a holistic wealth management planning solution. His overall goal is to enhance and support client-advisor relationships as well as to identify trust solutions that both optimize opportunities and mitigate risks.

Megan Mayer

Divisional Retirement Plan Consultant

As part of her responsibilities, Megan does extensive research into retirement plan providers. She also assists RBC Wealth Management financial advisors in servicing clients’ retirement plans. She is involved in the creation and maintenance of investment policy statements, investment monitoring, plan design and portfolio consulting.

Yaron Ben-Yohanan

Investment Banking Liaison

Yaron leads RBC Wealth Management's investment banking relationship efforts with RBC Capital Markets and with a selected group of independent, third-party investment banking boutiques who focus on lower middle-market merger and acquisition (M&A) transactions. He joined RBC Wealth Management's Corporate and Executive Services group to identify, evaluate and execute crossdivisional referral opportunities to help RBC more holistically serve its corporate, C-suite and high-net-worth clients.

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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