Brooke Stephens - RBC Wealth Management Financial Advisor
Why pick this one
Brooke Stephens at RBC Wealth Management offers customized wealth management plans and holds multiple securities licenses.
Best for
- high net worth individuals
- families seeking comprehensive financial planning
Look elsewhere if
- individuals seeking low-cost, basic financial advice
- clients with minimal assets to manage
Certifications
- Series 7
- Series 63
- Series 66
What makes them different
- limited client base allowing high level of service
- customized wealth management plans for high net worth individuals and families
- experience in financial advisory with a focus on integrity and client service
Distilled from this business's own website.
Contact & Location
- Address
- 6000 Fairview Rd Ste 500, Charlotte, NC 28210
- Phone
- 7042642774
- Website
- https://us.rbcwealthmanagement.com/brooke.steph...
- brooke.stephens@rbc.com
Services
- wealth management
- financial planning
- investment management