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
David Zane

Senior Financial Associate
James V. Tate
Senior Investment Associate
Georgine Rickards
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.

Will Social Security be There for You?
Like most people, you probably have a lot of questions about the role Social Security will play in your retirement. The answers to these questions depend largely on your earning history and when you plan to start taking benefits. Understanding the concepts behind Social Security can help you make well-informed decisions that will optimize the amount and timing of your benefits and the impact on your overall retirement plan. For more information, review our Social Security Fundamentals white paper, then call me to discuss your retirement plan.

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

We are devoted to comprehensive wealth management through outstanding service and well-researched solutions based on our clients’ unique and specific needs, all at a fair price.

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

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.