We are proud of our service-oriented culture dedicated to putting clients first and we are committed to ensuring all advisors and clients enjoy a smooth transition to RBC Wealth Management. Scroll through our team members below to learn more about who we are and how we can be of service to you.

David Milowe, AWM

Senior Vice President - Branch Director, Private Client Group, Senior Consulting Group

781-263-1051 | Email |
781-263-1020

Qualifications
With more than 20 years of experience in the financial services industry, I have worked for several prominent firms including Prudential Securities and AG Edwards. Currently I hold the Series 7, 9, 10, 63, and 66 licenses. I have also completed the Accredited Wealth Management program (AWM), a professional designation specifically focused on areas of estate and trust planning, insurance solutions and advanced investment strategies. Furthermore, I am a member of the RBC Wealth Management Consulting Group, a group committed to a consultative-based investment practice. 

Personal
I reside in Sharon with my wife, Gail and two daughters, Adrienne and Jacqueline. Being a firm believer of community involvement, I am currently an elected member of the Sharon Planning Board in addition to being appointed to the Capital Outlay Committee and Sharon Rotary Club. I am also on the Board of JFS of Metrowest.

Daniel Burnham

Branch Service Manager/Investment Associate

781-263-1027 | Email
781-263-1020