Donald Chapman - RBC Wealth Management Financial Advisor
Why pick this one
Donald Chapman leads a team of specialists at RBC Wealth Management, providing personalized wealth management strategies tailored for clients' needs.
Best for
- personalized retirement planning
- clients seeking customized wealth management strategies
Look elsewhere if
- those looking for quick, one-size-fits-all financial solutions
- budget-sensitive clients seeking low-cost financial advice
Specialties
- 401(k) plan reviews
- legacy planning
- retirement income planning
- retirement distribution options
Certifications
- AWM
- CEPA
What makes them different
- Senior Vice President - Financial Advisor at RBC Wealth Management
- personalized wealth management plans tailored to clients' needs
- team of specialists supporting financial planning
- emphasis on disciplined, asset allocation-based investment approach
- Serves
- Hickory
Distilled from this business's own website.
Contact & Location
- Address
- 6000 Fairview Rd Ste 500, Charlotte, NC 28210
- Phone
- 8283226249
- Website
- https://us.rbcwealthmanagement.com/donald.chapm...
- donald.chapman@rbc.com
Services
- wealth management
- investment planning
- financial advising