TIM HERB - Key Persons
Ethan is responsible for managing administrative and operations aspects of the team, from onboarding new clients and confirming required documentation remains current, to handling daily requests from clients for a multitude of specific needs. He works intimately with the investment advisory functions of the team, confirming accounts remain in alignment with compliance and due diligence practices established by the firm and industry. Working with clients from inception, Ethan understands providing platinum-level client service is paramount; his familiarity with clients' needs, depth of knowledge of firm resources and an unrelenting desire to meet clients' requests combine for an invaluable skill.
Ethan was born and raised in Westminster, Maryland. He attended the University of Maryland, where he earned bachelor's degree in economics in 2021. Prior to joining RBC Wealth Management, Ethan worked for T. Rowe Price in its global client investment reporting department, learning the intricacies and detailed metrics that provide the backbone of portfolio performance to high-net-worth clients.
Ethan resides in the Locust Point area of Baltimore, where he enjoys spending his leisure time reading, playing the guitar and maintaining an active lifestyle.
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.
Les 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, Les partners with financial advisors to meet with individual clients and their attorneys and/or accountants, as well as present at client seminars.
Job Titles:
- Senior Vice President - Financial Advisor, Senior Consulting Group, NFLPA Registered Player Financial Advisor
Tim has assisted his clients with their wealth management since 1999. He began his career with Morgan Stanley's private client group where he spent seven years and became a member of the director's council in 2000 and 2001; a recognition for outstanding personal performance, integrity and professionalism. Tim then joined Ferris, Baker Watts, Inc. in 2005 and became part of RBC Wealth Management with the firm's acquisition in 2009. He received his undergraduate degree from Western Maryland College.
Tim, a three-year starter at wide receiver, was a member of Western Maryland's 1997 and 1998 Centennial Conference Championship football teams. A lifelong Carroll County native, Tim resides in Westminster with his wife and three children. He serves on the board of the Maryland Chapter of the National Football Foundation and College Hall of Fame and assisted the BUILD Campaign Committee of the Boys & Girls Club of Westminster from January 2017 to March 2019. Tim became an NFLPA Registered Player Financial Advisor in 2007 and assists professional athletes with their wealth planning. As a CERTIFIED FINANCIAL PLANNER™ practitioner, Tim continues to focus and specialize in wealth planning, asset allocation, retirement planning and tax efficient strategies. In addition, he is responsible for the development of wealth management plans for his team's clients.