RBC WEALTH MANAGEMENT - Key Persons
Job Titles:
- Consultant
- Trust Consultant
As a trust consultant, Aaron 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.
Job Titles:
- Wealth Management Consultant
Dana 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, Dana works diligently to address clients' unique situations.
Job Titles:
- Branch Director
- Senior Vice President - Branch Director, Senior Portfolio Manager - Portfolio Focus
Branch Director David C. Thompson joined RBC Wealth Management after 10 years with Merrill Lynch, eight of which he was the sales manager in the Laguna Hills, California office. Prior to entering the financial services industry, he spent six years working for Toyota Motor Sales, USA as a regional sales manager responsible for the New York/New Jersey Metro Area. David accepted an offer to join RBC in March of 2009 and has since been promoted to the Branch Director role.
In addition to his other responsibilities, David has been in production his entire professional career and runs an efficient and productive client-centric business. David advises families, business owners, corporate clients and Home Owners Associations in developing financial strategies. His approach is client-centered wealth management with particular emphasis on the formulation of appropriate risk-based goal development. David received his Bachelor of Science degree in business with an emphasis in marketing from San Diego State University.
David has also received his Certified Investment Management Analyst designation from The Wharton School in 2004. He specializes in portfolio construction and management, liquidity strategies, and investment planning strategies.
Job Titles:
- City National Bank Advisor
- Senior Banking Advisor
Eric is a City National Bank advisor who works collaboratively with financial advisors and their clients to identify banking solutions that help clients achieve their personal and business financial goals. Eric's in-depth understanding of the City National Bank mortgage, commercial, private banking and consumer-lending capabilities allows him to develop effective recommendations that complement clients' personalized wealth plans.
In the wealth management banker role, Jordan 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.
Melissa 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, Melissa partners with financial advisors to meet with individual clients and their attorneys and/or accountants, as well as present at client seminars.
Job Titles:
- Alternative Investments Consultant
As an alternative investments' consultant, Michael is skilled across the alternatives landscape, including private markets, real assets, hedge funds and select tax-considerate investment strategies. Michael partners with financial advisors in identifying and implementing alternative investment solutions to help clients achieve their goals. He offers education, portfolio construction advice and fund selection guidance to financial advisors and their clients.
Job Titles:
- Insurance and Annuity Consultant
Michelle Gilly Insurance and Annuity Consultant As an insurance and annuity consultant, Michelle specializes in helping financial advisors and their clients utilize insurance and annuity strategies as part of our holistic, goals-based wealth planning approach.
Monica works collaboratively with RBC Wealth Management financial advisors to identify banking solutions that help clients achieve their financial and business goals. Monica's in-depth understanding of City National Bank's mortgage, commercial, private banking and consumer lending capabilities allows her to develop effective recommendations that can complement a client's financial plan.
Job Titles:
- Echelon Wealth Strategist
- RBC Echelon Wealth Strategist
As an RBC Echelon wealth strategist, Robert 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. Robert 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. He also coordinates solutions and external professional services tailored to RBC Echelon clients' needs.
Job Titles:
- Planning Consultant
- Retirement Plan Consultant
Tim is a retirement planning consultant who is dedicated to providing guidance on retirement planning, as well as individual and employer-sponsored retirement plans for financial advisors and their clients.