Pam holds the Series 7, 9, 10, 63 and 65 licenses. She has over 20 years of experience in the financial services industry. Her experience spans every aspect of financial management, as well as customer service. Pam's background in handling client investment needs, as well as her organizational skills, is a welcome addition to the team.

Pam lives with her husband and son in Bucks County.

David holds the Series 7, 66 and 31 licenses as well as a health and life insurance license. He has 18 years of experience in the banking and financial services industry specializing in financial analysis, credit and customer service. He is a graduate of the University of Delaware with a degree in international relations. Prior to joining RBC Wealth Management, David worked as an advisor for Morgan Stanley. David lives with his wife in Wilmington, Delaware.

Jim joined RBC Wealth Management after twenty-plus years as a practicing CPA, where he gained experience in estate-planning, income tax preparation, cash flow analysis, financial analysis, audit and review services. Jim's experience and understanding, coupled with this personal, hands-on approach, helps the team operate effectively to provide clients with the highest level of service. Jim is an active member of the American Institute of Certified Public Accountants and the Pennsylvania Institute of Certified Public Accountants. He is a graduate of the Wharton School at the University of Pennsylvania and holds the 7 and 66 licenses. Jim currently lives with his family in Bucks County.

With over 20 years of financial service experience, Georgine's investment knowledge and retirement planning background, provides clients with a high level of service. In her past positions, Georgine trained financial consultants and was instrumental in the development of the curriculum itself. She holds the Series 7, 63 and 66 licenses.

Georgine lives with her husband and four children in Havertown, Pennsylvania.

Nicole has over eight years experience providing high quality client service in the financial community. She began her career at Morgan Stanley before joining RBC Wealth Management. Nicole is an integral part of the team in keeping communication lines operating smoothly.

She is a life-long resident of Philadelphia and an active member of The American Society for the Prevention of Cruelty to Animals.

RBC Wealth Management does not provide tax or legal advice. We will work with your independent tax/legal advisor to help create a plan tailored to your specific needs.