The Cordasco Group - RBC Wealth Management

Steve Cordasco

The Cordasco Group

Senior Vice President - Financial Consultant, Consulting Group
Daniel J. Scocca, Jr.

Vice President - Financial Consultant, Private Client Group
Pamela R. Dick
Senior Investment Associate
Georgine Rickards
Senior Investment Associate
David Zane
Senior Financial Associate
James V. Tate
Senior Investment Associate
Nicole Ricci
Client Associate

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Welcome to our Website!

At RBC Wealth Management we are constantly striving to make our company the best in the business, and part of that is keeping up with evolving technologies. Check back over the next several months for changes and updates to our site, or call us today.

Insight On Recent Wall Street Reform

The recently enacted Dodd-Frank Wall Street Reform and Consumer Protection Act represents a major milestone in our economic recovery. To shed light on how the Act will help create a safer, sounder, more stable financial system, John Taft, CEO of RBC U.S. Wealth Management, has prepared an exclusive editorial that shares his perspective as a securities industry leader who helped shape responsible reform throughout the legislative process. Taft also shares why RBC Wealth Management’s tradition for responsible stewardship of client assets is a deeply held value you can always depend on in any market environment.

Read the report: On regulatory reform and restoring trust in our financial system and markets

Prevailing Over the Aftershocks

Following the earthquake that struck financial markets in late 2008 and early 2009, initially economic growth surged and stock markets soared. However, after an earthquake occurs, aftershocks tend to roll though the landscape. Recently, financial markets have experienced the first meaningful aftershock since the big earthquake with risks associated with Europe’s debt crisis jolting global equity markets in May. Europe’s fiscal challenges have the potential to create more volatility for the stock market and other aftershocks could surface if the U.S. economy weakens. To learn how RBC Wealth Management analysts believe investors can more effectively prevail over additional aftershocks, read the latest Private Client Research Group Quarterly Strategy Report.

Value Statement

Our clients look to us for guidance on managing their assets. We help high net worth families, foundations and corporations achieve their financial goals by creating and implementing comprehensive wealth management plans that focus on our expertise in investment consulting and unparalleled service.

Mission Statement

To provide individuals, families, and institutions with customize wealth management services that meet each client's unique objectives. We combine our five step planning process with outstanding service to become our clients most trusted adviser.

Steve Cordasco is currently registered to conduct business with residents of the following states: CA, CO, CT, DC, DE, FL, IL, MA, MD, MN, NC, NJ, NM, NY, PA, RI, SC, TN, VA, WA, WY

Daniel J. Scocca, Jr. is currently registered to conduct business with residents of the following states: AZ, DE, FL, MD, NJ, NY, PA, UT

Non-U.S. residents click here. Please note that not all of the services and products mentioned in this site are available in every state. The information within this web site has been prepared for informational purposes only and is not an offer to buy or sell, or a solicitation of an offer to buy or sell, any security or instrument or to participate in any particular investment or trading strategy.