When prosperity meets passion.

Introducing The Stocker Team

A testament to the power of passion, dedication, and relentless commitment to service. With over 70 years of combined experience and management of assets totaling more than $250 million, we understand that one size does not fit all. We have earned the privilege of serving individuals, families, and businesses from the Mid-Atlantic and across the nation. To work with The Stocker Team is to be part of a legacy of excellence, integrity, and unwavering care for the well-being of every client who walks through our doors.

Tim Stocker selected to the Senior Portfolio Manager – Portfolio Focus Group

At The Stocker Team, we are very proud that Financial Advisor Tim Stocker was selected. The Senior Portfolio Manager Group is the most highly regarded level of portfolio manager recognition at RBC Wealth Management. It’s an honor to have a teammate nationally recognized as one of the best in the organization—because it means we are serving our clients well. Congratulations, Tim!

What we do

Whether it's wealth planning, investing, insurance, or charitable giving & estate planning, it all starts with you.

Plan

To help create financial confidence.

Establish and review your personal goals and perspectives about money

Cashflow review, analysis, and planning

Education funding tools and strategies

Retirement planning and savings & withdrawal strategies

Invest

To help grow your wealth and income.

Align your portfolio with your personal goals and objectives

Determine asset allocation

Ongoing performance monitoring and rebalancing

Tax considerate strategies

Protect

Your loved ones, your property, and your lifestyle.

Life Insurance Analysis

Disability Income Insurance Analysis

Long-term Care Analysis

Medicare Review

Impact

The people and purposes most important to you.

Estate plan review

Wealth transfer strategies

Charitable giving tools and strategies

Family Education

Who we serve

We have worked with high-paid executives, college students, and families large and small. We notice one trait in common among them – simply those who value high-quality advice, planning, and investment management services.

Our clients appreciate that we offer a convenient way to build a financial plan within a highly personalized wealth management experience that’s fueled by superior customer care. Clients consistently come to us for providing a faster, friendlier and more focused experience than the competitor. Primarily, we serve clients located in Montgomery County, Howard County, Frederick County, Fairfax County, and Washington, DC.

Let’s take the next step together 

We would value the opportunity to learn more about your financial goals and how we can be of service to you. Please contact us at 301-309-2640, timothy.stocker@rbc.com, or fill out the form below to schedule a meeting. We look forward to hearing from you.