CASH FREEMAN - 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 Planning Associate
Bobby's role as a wealth planning associate includes supporting financial advisors in their wealth planning efforts for clients. Bobby assists with making appointments, gathering information, developing wealth plans, as well as presenting wealth plans and strategies to clients.
Cyndy 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, Cyndy partners with financial advisors to meet with individual clients and their attorneys and/or accountants, as well as present at client seminars.
Job Titles:
- Planning Consultant
- Retirement Plan Consultant
Cindy 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.
Job Titles:
- Senior Managing Director - Complex Director, Private Client Group
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.
Job Titles:
- Wealth Management Consultant
Judi 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, Judi works diligently to address clients' unique situations.
Michael is a high-net-worth annuity consultant who specializes in helping financial advisors and their clients utilize annuity strategies as part of our holistic, goals-based wealth planning approach.
President Thomas Sagissor explains why RBC Wealth Management is dedicated to a culture for financial advisors that encourages autonomy and an entrepreneurial spirit.