DICHIARO BOURGAULT GROUP - Key Persons
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..
Dan serves as a resource for your financial advisor in determining and developing wealth transfer strategies for high-net-worth clients in areas including estate strategies, lifetime giving, personal trust planning, charitable giving, concentrated equity position diversification and employee stock options. In this role, Dan partners with financial advisors to meet with individual clients and their attorneys and/or accountants, as well as present at client seminars.
Donna has been with RBC Wealth Management since 2006. She began her career at Janney Montgomery Scott as a client associate, wire operator and receiving clerk for accounts payable. She moved on to become their operations manager and was ultimately named the assistant manager of their Providence branch. Donna has passed the Series 24 General Securities Principal, Series 9 and Series 10 Supervisor, and Series 7 and Series 63 exams.
Job Titles:
- Wealth Management Consultant
Evan serves as a resource for your financial advisor in determining and developing wealth transfer strategies for high-net-worth clients in areas including estate strategies, lifetime giving, personal trust planning, charitable giving, concentrated equity position diversification and employee stock options. In this role, Evan partners with financial advisors to meet with individual clients and their attorneys and/or accountants, as well as present at client seminars.
Job Titles:
- 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.
Job Titles:
- Vice President - Branch Director
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.
Job Titles:
- Senior Vice President - Financial Advisor
Job Titles:
- Managing Director - Financial Advisor
Job Titles:
- Consultant
- 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.