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David M. Rogers Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus (518) 432-5083 dave.rogers@rbc.com As your Financial Advisor, David will be your liaison to a universe of financial experts and solutions. He will also be your ongoing source for answers and advice, so it’s important that you know a bit about him. David represents a unique group of financial professionals with superior standards of service and a clear vision of how this relationship should work. He knows that his success depends entirely on your expectations being met, so he listens, responds, and follows through on his promises. David focuses on all his clients as individuals and does everything he can to help them prosper. David earned a Bachelor of Business Administration degree with a concentration in accounting and economics from Siena College in Albany, NY. Prior to entering the financial services industry in 1984, David worked with a Certified Public Accounting firm. He maintains his Series 7 and 63 licenses for General Securities as well as his Commodities, Life Insurance, and Annuities licenses. David’s clients tend to be high net worth individuals, foundations, and municipalities. He focuses on fixed income and total return for risk averse investors. Although David is extremely dedicated to his business, he works hard to maintain a balance between business, family, and leisure activities. He lives in the suburbs of Albany, NY with his wife, Nancy. They are kept busy with two children, Zachary and Kathryn. Outside of the office, David enjoys traveling with his family, and camping and hiking in the Adirondacks. David has hiked the Grand Canyon three times. He enjoys playing golf, collecting and playing vintage guitars, and riding motorcycles. | |||
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