Investing in your life


 

Celebrating Susan Hovanec for 32 Years at RBC

32 years ago, Susan came to RBC Wealth Management as an Intern and has since grown a career with wonderful clients, a terrific team and a part of RBC.  Join us in congratulating Susan on this milestone!

Susan and Cari take their Educational Seminar on the Road!

In their pursuit to educate woman about finance, Susan and Cari, with RBC colleague, Corinne Patteson, have hit the road with their seminar series: Invest in Yourself:  Financial Self-Care for Women - Three - Part Series for the Seasons of your Life

We hope to see you at one of our future events!  Check out our event page for details. 

Join us in congratulating Steven's promotion to Financial Advisor

Steven Whittaker joins Susan Hovanec as a financial advisor with The Winslow Group.  Please join us in congratulating Steven on this well-earned promotion.  Susan and Steven both continue to work with Cari Neitzey to serve all clients of The Winslow Group.

Proud to work with a nationally recognized teammate

At The Winslow Group, we are very proud that Financial Advisor Susan Hovanec was named a Forbes Top Women Wealth Advisor Best in State in 2020, 2021, 2022, 2023, and 2024, a Forbes Best-in-State Top Wealth Advisor in 2021, 2022 and 2023 and an Advisor Hub - Advisor to Watch in 2022 and 2023. It’s an honor to have a teammate nationally recognized as one of the best in the industry—because it means we are serving our clients well. Congratulations, Susan!

Susan Hovanec inducted into the Baltimore Community Foundation's Professional Advisor Recognition Society

Recognized for her dedication to the Baltimore community,  Susan was inducted into the Baltimore Community Foundation's Professional Advisor Recognition Society in 2023.  For 50 years, BCF has connected those who are passionate about Baltimore and purposeful in their philanthropy.  Susan has been involved with he organization for several years and a strong supporter of their great work.

Social Media

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Did you know that attitudes toward estates and wealth transfer are shifting, with a greater emphasis on passing on wealth during life? A financial advisor can brainstorm smart ways to tap into your values while distributing wealth.

How are you taking your RMDs? The deadline for 2024 is December 31. Explore your withdrawal options today.

A big thank you to everyone who joined us last night for our Fall Seminar: Reaping the benefits of Social Security and Medicare! It was a pleasure to gather and discuss such critical topics with all of you. We hope you walked away feeling more empowered and informed about your financial well-being. Stay tuned for more events, and feel free to reach out if you have any questions or would like to continue the conversation. #FinancialEducation #RBC #SocialSecurity #InvestInYou

Let's take the next step together

We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.

The Winslow Group

The Winslow Group team image

Join us for upcoming events

We are fortunate to host educational seminars and events for our clients and the community exploring a variety of topics. Our events provide an opportunity to expand your knowledge and engage with us as you learn more about a specific topic. Past and upcoming events are posted on our events page here. Please contact us for more information regarding a specific seminar or event.

image of Susan Hovanec

Susan M. Hovanec, AEP®, CFP®

Managing Director - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

image of Steven Whittaker

Steven Whittaker, CFP®

Associate Vice President - Financial Advisor

image of Cari Neitzey

Cari Neitzey, APP

Investment Associate

Proud to be an official partner of Major League Soccer in the United States

Feel the excitement in the air as we celebrate the kick-off of another Major League Soccer season! Are you ready to raise your scarves up?

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