The Micera-Kay Investment Group - RBC Wealth Management

John P. Micera

Managing Director - Wealth Management Advisor, Portfolio Director

<p>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.</p>

<p>The 2024 Forbes "Best-In-State Wealth Advisors" award was announced April 2024. Data as of 6/30/2023. The award was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings to evaluate each advisor based on qualitative criteria such as: best practices, client retention, industry experience, credentials, 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.</p>

Joseph Kay

Managing Director - Financial Advisor, Portfolio Director

888-524-3494 862-272-2875

Mack Micera

Senior Vice President - Financial Advisor

973-867-4624 862-254-7829

Thomas Klein, AWM, CFP®

Vice President - Senior Business Associate

973-410-3251 862-308-5714

Terri Lowe, APP

Associate Vice President - Senior Financial Associate

973-410-3350 862-308-6294

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About our team

John P. Micera

Joseph Kay

Mack Micera

Jamie Costello

Thomas Klein, AWM, CFP®

Terri Lowe, APP

Ashley Locke

Nicholas Gullace

Marissa Swan

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