MINOR TAYLOR GROUP - Key Persons

Job Titles:

• Senior Registered Client Associate

Angela has worked with Frank for more than 30 years. She passed the Series 7 and 66 FINRA exams. She is involved in all areas of the practice. Angela often assists the team with trading activity and servicing client accounts.

Job Titles:

• Financial Advisor and Chartered Financial Consultant at RBC Wealth Management
• Senior Vice President - Financial Advisor, Senior Consulting Group

Eric is a financial advisor and Chartered Financial Consultant at RBC Wealth Management in Chester, New Jersey. Eric is named to the prestigious RBC Wealth Management Director's Council and Senior Consulting Group. He works with clients to help reach their financial goals using RBC's industry-leading wealth planning software. Eric monitors the institutional money managers the team uses in its portfolio construction to follow strict asset allocation and risk mitigation guidelines. As part of risk mitigation, Eric regularly speaks with and informs clients of possible financial blind spots. Eric graduated from Rutgers, The State University of New Jersey in May 2013. That fall he began his career in finance at Merrill Lynch Wealth Management in Florham Park, New Jersey. He earned his ChFC® certification in March 2017. Eric moved to RBC Wealth Management in 2020. Eric lives in Hunterdon County, New Jersey, with his wife, Luisa, and their two daughters.

Job Titles:

• Financial Advisor
• Managing Director - Financial Advisor

Frank is a deeply experienced financial advisor who has worked in the financial services industry since 1988. In 1992, Frank became a CERTIFIED FINANCIAL PLANNER™ professional, a designation awarded by the Certified Financial Planner Board of Standards, Inc. Frank joined RBC Wealth Management in 2020. His career began at AG Edwards & Sons in 1988. In his 22 years at AG Edwards, he served as a Chairman Council Advisor and corporate officer for more than 12 years. He was a resident director/ branch manager of the Short Hills and subsequently the Chester office for 14 years. After AG Edwards was acquired by Wachovia Securities, Frank moved his practice to Merrill Lynch in Chester, New Jersey. He then served as resident director/branch manager of the Merrill Lynch office for more than 10 years. Frank's decades of industry experience, his long tenure as a CFP® certificant and his 25 years managing financial advisors make him well positioned to offer a broad perspective to clients. He was named to the Forbes Best-In-State Wealth Advisors list in 2019 and 2020. Frank provides traditional advice and guidance, which can help clients pursue their objectives by building and managing personalized or defined strategies, which may incorporate individual stocks and bonds model portfolios and third party investment strategies. Frank's most rewarding pursuit is helping clients achieve their financial goals by turning their retirement savings into lifetime income.

Job Titles:

• First Vice President - Financial Advisor, Consulting Group

Malcolm began his financial career at A.G. Edwards & Sons in 1985. Malcolm joined Merrill Lynch in 2009. With more than 35 years of financial services experience, Malcom joined RBC Wealth Management in 2020. Together with his team, Malcolm's first priority is to help his clients reach their financial goals. The group believes that good client relationships are built through teamwork and client involvement, which are delivered through their financial advisors, client associates and the global resources of RBC Wealth Management. They will be your primary source for financial advice and guidance. They want you to value the dedication and diligence they provide at each step of the wealth management process. Malcolm is a graduate of the University of Denver. In his free time, he is an avid hiker. He and his wife, Kim, split their time between Morris Plains, New Jersey, and their mountain home in New Hampshire. They have two children, Rachel and Malcolm.

Job Titles:

• Senior Registered Client Associate

Stacy had 10 years of retail bank experience before joining Frank's team in 2007. She passed the Series 7 and 66 FINRA exams. Stacy acts as a concierge to the clients, overseeing that all operations run smoothly. She is always ready to provide exceptional service to each client.

Job Titles:

• Associate Vice President, Associate, Business Senior

Stephanie has been a vital part of Frank's practice for nearly 20 years. Born and educated in China, she is fluent in Mandarin and Cantonese. She passed the Series 7 and 66 FINRA exams. Stephanie is the point person for wealth planning and client reviews. She rebalances client portfolios, working to see that the accounts have proper asset allocation. Stephanie assists Frank, working with various trading desks in New York and around the country.

Job Titles:

• Financial Advisor
• Senior Vice President - Financial Advisor, Senior Consulting Group

William is a financial advisor and CERTIFIED FINANCIAL PLANNER TM professional at RBC Wealth Management in Chester, New Jersey. William is named to the prestigious RBC Wealth Management Director's Council and Senior Consulting Group. He works with clients using a goals-based approach and RBC's industry leading wealth planning software. William focuses on tax-considerate wealth accumulation and retirement planning. He strives to create an income stream clients can depend on and enjoy in their retirement. William graduated from Penn State in May 2012. The following month he began his wealth planning career at Merrill Lynch Wealth Management. He earned his CFP® certification in December 2015. William moved to RBC Wealth Management in 2020. William is an avid skier and golfer. He enjoys spending time with his clients on the golf course. He lives in Long Valley, New Jersey, with his wife, Chelsea, and their two daughters.