Wealth Management, First Vice President
For more than 25 years, I have had the privilege of helping individuals, families, and business owners navigate the complexities of wealth management and pursue their long-term financial objectives. My practice is built around a simple philosophy: meaningful wealth planning begins with a deep understanding of each client’s goals, priorities, and vision for the future.
My approach is rooted in thoughtful planning, personal relationships, and a long-term perspective. I believe effective wealth management extends beyond investment management alone. It requires an understanding of the broader financial picture—including estate and trust considerations, insurance, business interests, family priorities, and the eventual transfer of wealth to future generations.
After more than two decades in wealth management, I understand that every client’s circumstances are different. There is no universal approach to managing significant wealth, and I take the time to understand what matters most to each individual and family before developing a strategy.
My role is not simply to manage investments, but to serve as a trusted resource as clients navigate the opportunities, challenges, and transitions that come with wealth.
I also bring a broader planning perspective. By considering investments alongside estate, trust, insurance, and wealth-transfer strategies, I strive to help clients make informed decisions that align their financial resources with the life and legacy they want to create.
A lifelong Floridian, I was born and raised in the state and am proud to call Orlando home, where I live with my wife. Community involvement has always been important to me, and I am actively engaged with local organizations and charitable causes, including the Jordan Smelski Foundation.
Outside the office, I enjoy reading, golf, and landscaping. I value the balance that these interests bring to my life and appreciate the opportunity to remain connected to the people and community that make Central Florida home.
727-895-8807
100 2nd Ave. S, Ste. 800,
St. Petersburg, FL 33701
us.rbcwealthmanagement.com
