The Elmore-DeRose Group - RBC Wealth Management

The Elmore-DeRose Group

Christine DeRose, AWM

First Vice President - Financial Advisor,
Senior Consulting Group

Jennifer Elmore, AWM, CIMA®, CIMC®

First Vice President,
Senior Financial Associate

Lee DeRose

Financial Advisor

Andrew Krantz

Financial Advisor

Mary Bredemeier

Investment Associate

Bulletin Board

Welcome Andrew Krantz

The Elmore De Rose Group would like to welcome our new partner and team member, Andrew Krantz. Andy brings over 12 years of experience to our team and we look forward introducing him and his clients to our group, and to RBC Wealth Management.

We’re happy to help you transition your accounts. Please call Andy at (303) 595-1126 or visit Andy's transition website at http://rbcwmfa.com/andrew.krantz/.

The Elmore-DeRose Group's Value Statement

We believe that by utilizing our combined experiences, wisdom and resources we can provide clients with well thought out investment solutions and honest answers. We offer individualized attention and personalized recommendations, and help clients direct their investments through flexible portfolio designs and strategies appropriate to their unique situations. We believe in clear and timely communication and in working with our clients to create the best investment plan possible.

The team approach provides each client with access to our individual levels of expertise. For example, although both Jennifer and Christine are responsible for analyzing risk and creating diversified portfolios for clients, Christine selects the individual equities to be added to portfolios. Jennifer selects any needed mutual funds and/or money managers. Typically, portfolios include individual equities, funds and fixed income investments. We both participate in selecting fixed income investments, long term care or life insurance, annuities and retirement plans for clients. Other team members coordinate clients’ dollar cost-averaging and any needed 529 plans, rollovers, asset transfers or cost basis management. Our diverse abilities complement each other.

Our clients are matched by need and personality with the appropriate team member for portfolio monitoring and follow-up. Should one team member be temporarily unavailable or in a meeting, the client can count on the others to address pertinent issues as quickly as possible. Most of the time clients won’t need to wait for an answer; we’ll have it at our fingertips. We believe in clear and timely communication and in working with our clients to create the best investment plan possible.

Christine DeRose is currently registered to conduct business with residents of the following states: AZ, CA, CO, FL, GA, ID, MA, MD, ME, MN, NC, NJ, NM, NY, OH, OK, OR, PA, TX, WA, WI, WY

Jennifer Elmore is currently registered to conduct business with residents of the following states: AZ, CA, CO, FL, GA, ID, MA, MD, ME, MN, NC, NJ, NM, NY, OH, OK, OR, PA, TX, WI, WY

Lee DeRose is currently registered to conduct business with residents of the following states: AZ, CA, CO, FL, GA, ID, MA, MD, ME, MN, NC, NJ, NM, NY, OH, OK, OR, PA, TX, WA, WI, WY

Andrew Krantz is currently registered to conduct business with residents of the following states: CA, CO, DC, FL, HI, KS, MD, MI, NC, NM, TX, VA, 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.