SRI Wealth Management Group - RBC Wealth Management

SRI Wealth Management Group

Thomas Van Dyck, CIMA®

Senior Vice President - Financial Advisor,
Senior Consulting Group

Catherine Chen, AWM, CIMA®

First Vice President - Financial Advisor,
Senior Consulting Group

Maryann Simpson, AWM

First Vice President - Financial Advisor,
Senior Consulting Group

Joshua Levine

Vice President - Financial Advisor,
Consulting Group

Kris Morrison

Senior Investment Associate

Keo Chao

Investment Associate

Kelly Mackey

Client Associate

Amberjae Freeman

Social Investment Analyst

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J.D. Power and Associates Ranks RBC Wealth Management Highest in Investor Satisfaction
We are proud to share that RBC Wealth Management was ranked "Highest in Investor Satisfaction With Full Service Brokerage Firms" in the J.D. Power and Associates 2011 Full Service Investor Satisfaction Study^SM. Indeed, receiving this honor reflects our steadfast commitment to putting clients' interests first, as well as our firm’s leadership in restoring the investing public’s confidence in the financial system and markets. View press release.

Barron’s Profiles CEO John Taft and his “Lasting Legacy” in the Industry

John Taft, CEO of RBC Wealth Management – U.S., was recently profiled in Barron’s Penta Special Report for Wealthy Investors. The article, titled “Lasting Legacy,” highlights RBC’s strength through the financial crisis, Taft’s commitment to investing in technology, and his contributions to the industry as chairman of the Securities Industry and Financial Markets Association (SIFMA). Read the Barron’s Article

SRI Wealth Management Value Statement
Since 1983, we have offered comprehensive investment strategies for sophisticated investors committed to social change. Today, our team of eight investment professionals consults on over $1 billion in assets and is one of the leading investment consulting groups in the country exclusively focused on social and environmental investing. Our diverse backgrounds in finance, philanthropy and advocacy help us provide a unique investment experience. We provide a team approach to each client that ensures our ability to provide personalized, customized advice throughout the investment experience.

Thomas Van Dyck is currently registered to conduct business with residents of the following states: CA, CO, CT, DC, DE, FL, GA, HI, KS, LA, MA, MD, ME, MN, MT, NC, NE, NJ, NM, NY, OH, OR, PA, TN, TX, VA, WA

Catherine Chen is currently registered to conduct business with residents of the following states: CA, CO, DC, DE, HI, KS, MA, MD, NC, NE, NY, OH, OR, TX, WA

Maryann Simpson is currently registered to conduct business with residents of the following states: AZ, CA, CO, CT, DC, DE, FL, HI, KS, LA, MA, MD, NC, NJ, NM, NY, OH, OR, TX, WA

Joshua Levine is currently registered to conduct business with residents of the following states: CA, CO, DC, HI, MA, MD, MI, NC, NJ, NM, NY, OR, PA, VT, WA

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.