KEVIN - 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:
- Registered Client Associate
- Senior Investment Associate
Aimee Kelly is a Registered Client Associate. She has been working in the investment industry since 2007. Her career began when she was part of the operations team for 2 ½ years before becoming a Client Associate. Aimee currently holds her Series 7 and Series 66 licenses. She is responsible for administrative and client service functions. She also assists with monthly marketing campaigns to help connect with clients to provide additional financial education.
Aimee attended Washington State University and received a Bachelor of Science degree in Kinesiology with a minor in Strength & Conditioning. She furthered her education at Ball State University where she obtained a Master of Science degree in Exercise Science. When not working, Aimee can be found at the local play fields with her son who participates in a variety of sports. She has also become a dedicated runner and enjoys participating in local races, having completed multiple half-marathons. Aimee is a native to the local area where she resides with her son.
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:
- Director of RBC Wealth Management 's Portfolio Advisory Group
- Senior Vice President, Director of Portfolio Advisory Group
A 32-year veteran of the securities industry, Janet Engels became Director of RBC Wealth Management's Portfolio Advisory Group in 2002 following the acquisition of Tucker Anthony Inc. She is Co-Chair of the Global Portfolio Advisory Committee (GPAC) and a member of the firm's Directors Group. She is also a member of the Financial Women's Association of New York and a frequent speaker at client seminars throughout the country. She has appeared on CNBC, Fox Business and has been quoted in several leading industry publications. Janet was also the recipient of RBC Wealth Management's "Irv Weiser Diversity Award" in recognition of her commitment to supporting the education of women and increasing awareness about persons with disabilities. Janet received a B.S. in Business Administration from Bucknell University in Pennsylvania.
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.
Matt 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, Matt partners with financial advisors to meet with individual clients and their attorneys and/or accountants, as well as present at client seminars.
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.