Theresa J. Huntley - RBC Wealth Management

How I serve you

I am convinced that financial success involves continually acting toward realizing your goals, as opposed to reacting to the daily headlines. With this in mind, my investment philosophy is grounded in goal-focused planning. The driving factors in the discovery process are to understand what my clients want to achieve and when, and what resources they have available to employ toward these goals.

The next step of my process is to design goal-focused solutions. I do this by selecting investment vehicles with high quality, disciplined money managers at the helm. I gravitate toward managers who demonstrate the use of a definable, repeatable process, and who do not drift from their stated discipline.

Once I have implemented a solutions strategy, my ongoing role is twofold: First, to counsel and guide client behavior in relation to achieving their stated goals. Second, to monitor the vehicles and managers used to get there for ongoing appropriateness. In a world of constant change, we strive to deliver a consistent approach to getting you where you want to go.

Theresa J. Huntley, CSRIC®

Senior Vice President - Financial Advisor, Consulting Group

603-228-7944

Email | |

Jennifer L. Elliott, APP

Branch Service Manager - , Senior Registered Client Associate

603-228-7949

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.

Brian Tavano

Wealth Management Consultant

Brian spearheads the collaborative efforts of the Client Strategies Team support for your financial advisor. He is part of a multi-disciplinary group of professionals who provide guidance on investment management, estate planning services, credit solutions, insurance and annuity strategies, professional trustee services and trust consulting, retirement solutions, capital markets engagement, banking solutions and more. Called upon for support at various times throughout your wealth management journey, Brian works diligently to address clients’ unique situations.

Dan Sullivan

Wealth Strategist

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

Evan Kraft

Wealth Management Consultant

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

Cathy Walker

Trust Consultant

As a trust consultant, Cathy 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.

Josh Mendelson

Wealth Management Banker

In the wealth management banker role, Josh 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.