Skip Morton

Skip Morton, M.A.

Senior Vice President - Financial Advisor, Portfolio Director Group

203-351-9326
Email |
Angelika Caulford

Angelika Caulford, CPFA®

First Vice President - Branch Director, Financial Advisor, Portfolio Director Group

203-351-9333
Email |

Dominika Lawecki, CPFA®

Branch Service Mgr/Sr Reg Client Assoc

203-351-9313

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.

Cathy Walker

Trust Consultant


Dan Sullivan

Wealth Strategist


Evan Kraft

Wealth Management Consultant


Brian Tavano

Wealth Management Consultant


Paul LaVarta


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Disclosures

Skip Morton, NMLS # 1543562, and Angelika Caulford, NMLS # 1819044 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.