Todd Stout - RBC Wealth Management Financial Advisor
Why pick this one
Todd Stout - RBC Wealth Management Financial Advisor offers retirement income strategies and portfolio management from offices in Wilmington, Greensboro, and Southern Pines.
Best for
- High-net-worth individuals and families seeking customized wealth planning
- Retirement income strategy and distribution planning
- Portfolio management with tax-considerate investing
- Asset protection and asset transfer planning
- Clients coordinating financial planning with tax and estate planning advisors
Look elsewhere if
- Seeking standalone legal, accounting, or tax advice
- Seeking a general financial service unrelated to wealth management or retirement planning
Specialties
- retirement income strategies
- portfolio management
- tax-considerate investing
- asset protection
- asset transfer
- trust consultation
- estate planning guidance
What makes them different
- Focuses on high-net-worth clients
- Works with a limited number of families and businesses
- Provides a direct working relationship with the client's tax advisor
- Offers regular in-person financial reviews or meetings upon request
- Has offices in Wilmington, Greensboro, and Southern Pines
- Serves
- Wilmington, Greensboro, Southern Pines
Distilled from this business's own website.
Contact & Location
- Address
- 1055 Military Cutoff Rd Ste 200, Wilmington, NC 28405
- Phone
- 9102460878
- Website
- https://us.rbcwealthmanagement.com/carolinalega...
- scott.deffinbaugh@rbc.com
Services
- wealth management planning
- retirement income planning
- investment portfolio management
- insurance planning
- estate planning coordination
- RBC WealthPlan