Elizabeth Rose Barker - RBC Wealth Management

Elizabeth Rose Barker

Vice President - Financial Advisor

Bulletin Board

My Address
181 Washington Street
Six Tower Bridge Bldg. Suite 500
Conshohocken, PA 19428
Office phone (484) 530-2806
Fax (484) 530-2842
email: liz.barker@rbc.com

Senior Client Associate
Carolyn Brusilow
484-530-281
carolyn.brusilow@rbc.com

Allow Me To Introduce Myself and RBC Wealth Management
At RBC Wealth Management, we recognize the hopes and dreams you have for your future are as unique as your fingerprints. We also understand that your financial issues and concerns may change as you move through life. Anticipating and responding to Your particular set of circumstances and needs is what I do best for you.

That's why I offer strategies and solutions based on what you want out of life - and what's on your mind Today. Whether your goal is to increase your assets, protect the wealth you already have, create your retirement income, leave a legacy, or accomplish other objectives, I am here to help you make it happen!

Wondering What To Do With Your Retirement Plan?

When you leave your employer, you have several choices to make with your retirement plan. You can roll it into an IRA, move it to a plan with a new employer, keep it in your former employer’s plan or take your distribution in cash. Learn more by watching a short video and reading about the RBC Rollover IRA.

Value Statement

For over 25 years, I have worked with individuals, professionals, and business owners to provide comprehensive wealth management strategies.

"Women and People in Transition" are of special interest in my practice, e.g.- those recently:
widowed, divorced, retired, re-located, new job, etc.

My first priority is to help you identify and understand your personal financial objectives utilizing RBC Wealth Management's unique "PNA" - Personal Needs Analysis.

And, I believe that a consultative approach is paramount to developing a sound wealth management plan that will help you to accumulate, protect, distribute, and ultimately, transfer your wealth in the most tax-efficient manner.

After your plan is in place, there will be ongoing communication and service to you to ensure that your plan is in line with your current thinking and performance objectives. I am committed to providing my clients with the highest level of professionalism and personal service.

                                "People don't plan to fail, they simply fail to plan"

Elizabeth Rose Barker is currently registered to conduct business with residents of the following states: CA, CT, DE, FL, GA, LA, MA, MD, NC, NJ, OH, PA, SC, VA

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.