Werblow Investment Team - Wealth management approach

Wealth management approach

Our team creates a wealth management plan designed to customize solutions which will optimize your experience with second-to-none personalized service. By combining sophisticated investment planning tools with professional resources, our wealth management approach integrates your objectives, time horizon, and risk tolerance into a personalized plan that is updated as your life changes.

Understanding You - We begin by asking questions to understand you and your financial objectives.
Determining Smart, Time-Tested Strategies - Next, we qualify and quantify your financial and personal information to match your objectives with sound strategies.
Implementing Thoughtful and Creative Solutions - Using these strategies we develop customized solutions tailored to your objectives, drawing from a wide selection of world-class products and services.
Providing Timely, Ongoing Service - We systematically review your situation over time to help determine whether making any changes is appropriate.

Client Strategies Team

The Client Strategies Team is a resource to help support you in your wealth planning goals, developing a strong understanding of your personal financial objectives, gathering valuable information and addressing complex financial and wealth strategies issues. Explore the bios below to learn more about the team.

Gerri Shea

Wealth Management Consultant

Gerri spearheads the collaborative efforts of the Client Strategies Team support for your financial advisor. She is part of a multi-disciplinary group of professionals who provide guidance on investment management, estate planning services, credit solutions, insurance and annuity strategies, professional trustee services and trust consulting, retirement solutions, capital markets engagement, banking solutions and more. Called upon for support at various times throughout your wealth management journey, She works diligently to address clients’ unique situations.

Chad Eberly

Wealth Planning Associate

Chad's role as a wealth planning associate includes supporting financial advisors in their wealth planning efforts for clients. Chad assists with making appointments, gathering information, developing wealth plans, as well as presenting wealth plans and strategies to clients.

Liz Jacovino, CPWA®, CFP®, CTFA, CRPC®

Echelon Wealth Strategist

As an RBC Echelon wealth strategist, Liz partners with financial advisors and their ultra-high-net-worth clients to understand what is most important to them and to help develop appropriate strategies that address the client’s objectives and concerns. Liz serves as a knowledgeable resource in the area of complex wealth, including planning strategies for corporate executives, trust and estate planning services, concentrated stock options, business succession planning and philanthropic planning. She also coordinates solutions and external professional services tailored to RBC Echelon clients' needs.

Alexandra Goodelman, CFP®

Wealth Planning Associate

Alex's role as a wealth planning associate includes supporting financial advisors in their wealth planning efforts for clients. Alex assists with making appointments, gathering information, developing wealth plans, as well as presenting wealth plans and strategies to clients..

Tom Nagle

Trust Consultant

As a trust consultant, Tom specializes in personal trust planning and assists in the movement of client trust assets, provides educational and technical guidance relating to personal trusts and advises clients on opportunities with third-party professional trust partners.

Josh Mendelson

Wealth Management Banker

In the wealth management banker role, Josh acts as the key contact for financial advisors and their clients to build awareness and understanding of the full cash management and lending options available.