Robert P. McCarthy - RBC Wealth Management Financial Advisor
Why pick this one
They offer customized wealth management services and have been recognized as a Forbes Best-In-State Wealth Management Team for three consecutive years.
Best for
- affluent investors
- multigenerational families
- business owners
- professional athletes
Look elsewhere if
- budget-sensitive individuals
- those needing basic financial services
Specialties
- wealth management advisory
- retirement planning
- charitable giving
- legacy planning
- investment banking solutions
Certifications
- Accredited Wealth Manager
What makes them different
- Named a Forbes Best-In-State Wealth Management Team for 2024, 2025, and 2026
- Focus on affluent investors
- Engagement with subject matter experts across RBC
- Limiting client base for exceptional service
- Senior Portfolio Manager group membership
- Years in business
- 34
Distilled from this business's own website.
Contact & Location
- Address
- 3800 Glenwood Ave Ste 400, Raleigh, NC 27612
- Phone
- 9195716241
- Website
- https://us.rbcwealthmanagement.com/mccarthyweal...
- robert.mccarthy@rbc.com
Services
- wealth management
- financial advising