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

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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
image of David Morris

David Morris, AWM

Senior Vice President - Financial Advisor, Senior Portfolio Director
Steve Ticcioni

Steve Ticcioni, CFP®, CPA*, MBA

Vice President - Financial Advisor, Portfolio Director
Rob Kuehn

Rob Kuehn, CFA, CFP®

Senior Investment Associate