RBC Wealth Management Branch - Wilmington, NC
Why pick this one
RBC Wealth Management Branch - Wilmington, NC provides portfolio management, retirement income planning and estate planning from its Wilmington office.
Best for
- retirement plan rollovers
- retirement income planning
- portfolio management
- estate planning coordination
- education funding and college savings
- company stock option planning
- tax-exempt municipal bonds
- business succession and complex wealth planning
Specialties
- retirement plan rollovers
- retirement income planning
- portfolio management
- estate planning services
- education funding
- company stock option planning
- tax-exempt municipal bonds
Certifications
- CFP®
- CIMA®
- APP
- CPWA®
- CTFA
- CRPC®
What makes them different
- RBC Wealth Management has provided advice and wealth management solutions for more than a century.
- The Wilmington office is located at 1055 Military Cutoff Rd., Suite 200, Wilmington, NC 28405.
- Royal Bank of Canada is the parent company behind RBC Wealth Management.
- The local team includes Scott Deffinbaugh, CFP®, CIMA®, and Brett Mcdonough, APP.
- An RBC Echelon wealth strategist supports complex wealth planning, trust and estate planning, stock options, business succession and philanthropic planning.
- Serves
- Wilmington
Distilled from this business's own website.
Contact & Location
- Address
- 1055 Military Cutoff Rd Ste 200, Wilmington, NC 28405
- Phone
- 9105099550
- Website
- https://us.rbcwealthmanagement.com/wilmingtonnc...
- scott.deffinbaugh@rbc.com
Services
- wealth management
- investment advisory
- financial planning
- business owner financial services
- college savings plans
- cash management
- RBC Echelon services