WINSLOW - Key Persons
Cari joined The Winslow Group in 2019 as an intern. Through her initiative and diligence, she's already earned several promotions and became an Investment Associate in 2022. She's the front line for the team, working on day-to-day operations and all aspects of client services, including cash transfer requests, account paperwork, support of discretionary and non-discretionary trading along with contributing to portfolio construction and proposals. Cari has quickly distinguished herself as a rising star. RBC Wealth Management selected her to attend the Associate Planning Professional program (APP), which educates investment associates who seek a greater mastery of wealth management topics and RBC Wealth Plan with concentrations in Investment Planning and Strategies, Tax and Insurance Planning, Retirement and Business Planning, and personal Estate Planning. Cari has completed her Series 7 and Series 66 exams. She enjoys building relationships with clients and learning what each client needs from their investment planner.
A DC native, Cari is thrilled to be back in her hometown after graduating from Wake Forest University in 2019. She earned a Bachelor of Science degree in Health and Exercise Science, with minors in Classical Literature and Psychology. Before joining The Winslow Group, Cari traveled on her own through Europe and North Africa for three months, adding more countries to the ever-growing list of places she's visited. At 25, she has visited more than 45 countries. Through her travel experiences, Cari has learned to find solutions for any challenge and to trust her instincts in complex situations. Her courage and resilience helped her deal with being pickpocketed in Italy, robbed while she slept in Budapest, and lost on the Ring Road of Iceland with a dead phone and a sinus infection. When she's traveling, Cari doesn't plan more than a few days ahead; she saves her long-range planning skills for The Winslow Group and their clients.
Josh works with financial advisors to establish a wealth management practice that manages both sides of the balance sheet. He accomplishes this by focusing on clients' liquidity needs in the short term, while maintaining a long-term focus on goals-based borrowing through the wealth planning process
Job Titles:
- Vice President - Senior Banking Advisor
Kevin works collaboratively with RBC Wealth Management financial advisors to identify banking solutions that help clients achieve their financial and business goals. Kevin's in-depth understanding of City National Bank's mortgage, commercial, private banking and consumer lending capabilities allows him to develop effective recommendations that can complement a client's financial plan.
Liz works with RBC Wealth Management financial advisors to develop appropriate wealth management solutions for clients in the areas of estate planning, retirement planning, stock option planning, charitable giving, education funding and wealth transfer. She also works with clients' attorneys, accountants and other professionals to implement strategies to meet clients' financial objectives.
Job Titles:
- Associate Vice President, Senior Financial Associate
Steven began his career in 2011 as an RBC Wealth Management intern and soon became Gail Winslow's assistant. Hired right after graduating from college, Steven found his professional footing in the financial services industry and has capitalized on the opportunities for professional growth at RBC. He is committed to creating wealth plans for The Winslow Group's clients that prioritize long-term results and ongoing financial security. Managing the day-to-day volatility of the markets with a methodical approach, Steven guides clients in developing and implementing the RBC Wealth Plan. Individualized plans enable clients to focus on their important life goals rather than worrying only about how much money they'll need to retire. Steven values The Winslow Group's approach of prioritizing personal relationships with their clients and customizing portfolio strategies for each client.
After earning a Bachelor of Science degree in Business Administration from Longwood University in 2011, Steven attended the Georgetown University School of Continuing Education and received a Certificate of Financial Planning. Steven is a CERTIFIED FINANCIAL PLANNER™, which covers investments, tax considerations, retirement and estate planning, and insurance and risk management needs. He has passed the Series 7 and Series 66 exams, and he holds life, health, and annuities insurance licenses.
When he's not monitoring the market, Steven is helping his wife, Gayla, raise their four kids and care for their Boykin Spaniel. He enjoys staying active, being outdoors, and coaching his son's football and baseball teams. The first person in his family to work in the financial services industry, Steven is teaching his children financial literacy; each child has their own piggy bank to feed and watch grow.
Job Titles:
- Managing Director - Financial Advisor, Senior Portfolio Manager - Portfolio Focus
Susan has worked in the investment field for more than 30 years. Her interest in financial services and working directly with clients started as a summer internship and steadily grew to a decades-long career. Susan's financial savvy and concern for her clients helped her move from intern to assistant to partner to her current role as managing director. In her exemplary career, Susan has remained with the same firm (Ferris, Baker Watts merged with RBC in 2009) and credits her late mentor, Gail Winslow, with teaching her how to build relationships with her clients. Susan and her team at The Winslow Group tailor their work to each client's needs and goals. From investments to retirement planning to insurance to banking needs, The Winslow Group creates investment plans that reflect their clients' short-term needs and long-term goals. A Certified Financial Planner ® and an Accredited Estate Planner, Susan has passed the Series 7, 31, 63 and 65 exams and holds her licenses for life and health insurance. She and her team work directly with their clients' attorneys and CPAs.
Originally from Baltimore, MD, Susan attended Roland Park Country School and is a graduate of Franklin & Marshall College. For the past several years, Susan has been named to Forbes list of Top Women Wealth Advisors in 2020, 2021, 2022 and 2023, Forbes Best-in-State Top Wealth Advisors list in 2021, 2022, and 2023 and the AdvisorHub "Advisors to Watch" list in 2022 and 2023.
Giving back to communities remains a critical part of Susan's personal and professional life. She mentors other women through her work on the Board of the Women's Association of Financial Advisors (WAFA) at RBC, supporting women in their career path at RBC for over 30 years. Susan also serves on the Board for the Baltimore Women's Giving Circle whose mission is to empower women and their families to achieve self-sufficiency through collective giving and collaboration. She personally supports the Baltimore Community Foundation (BCF), which helps donors make personalized and meaningful contributions with their charitable dollars. Part of the financial planning conversation with her clients includes a discussion about philanthropic opportunities. The Baltimore Community Foundation has included Susan in their Professional Advisor Recognition Society to honor advisors who focus on philanthropy with their clients. Outside of the office, Susan enjoys cooking, biking, traveling, and spending time with her dog on the beach in Lewes, DE.