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 414-347-7012, steve.ticcioni@rbc.com, or fill out the form below to schedule a meeting. We look forward to hearing from you.

Let's start the conversation

If you want to discuss your portfolio or have financial questions, please fill out the below form.

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Contact

Trident Wealth Solutions Group

414-347-7012
steve.ticcioni@rbc.com
image of Jim Wozniak

Jim Wozniak, AWM, CFP®

Senior Vice President - Financial Advisor, Senior Portfolio Director Group
image of David Morris

David Morris, AWM

Senior Vice President - Financial Advisor, Senior Portfolio Director Group
image of Steve Ticcioni

Steve Ticcioni, CFP®, CPA*, MBA

Financial Advisor
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Rob Kuehn, CFA, CFP®

Senior Investment Associate
Disclosures

Steve Ticcioni, NMLS # 2577709 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.

Read additional advisor disclosures.