RBC Wealth Management*
Vice President – Private Client Group, Branch Director
Financial Advisor
Chicago, Illinois
As the son of a divorced mother, I learned early that money can make the difference between feeling in control and being controlled. Understanding and effectively managing your money is critical to your confidence and freedom. As a professional and busy dad, I understand the role money plays in my clients’ lives. I specialize in working with women and their families because women make the best clients. They tend to ask more questions, do less posturing and view their financial lives for what it really is: a piece of the bigger puzzle that can be a source of stress – and a time waster – or a tool for safe-guarding a family’s future.
I am passionate about working with women to become more engaged in their financial life. I help women save for retirement, send kids to college, survive divorce, and navigate the ups and downs of the market. I have been in wealth management since 1994 and have experienced numerous market cycles and uncertain economic conditions. My specialty is my ability to make complex financial issues easier to understand.
My clients look to me to be their primary advisor since I take a holistic approach to their lives. When they begin working with me, we consolidate and simplify their financial affairs so they can enjoy what they love to do. I work with clients throughout the country and prefer to have at least one face-to-face meeting per year so we can get to know one another better.
Click here to find out more about Jeff.
* RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC
