The Meridian Group at RBC Wealth Management

The Meridian Group at RBC Wealth Management A wealth plan tailored for the goals you want to accomplish Trusted financial advice is more important today than ever.

As your financial advisors, our mission is to help align your financial goals with your life goals. A customized planning approach informs all of our conversations and helps us learn all we can about you so we can address your most important priorities. And if your circumstances change over time, or new opportunities arise, we can adjust your plan to confirm it’s on track. Whether you’re looking t

o build wealth for the future, protect it for the next generation or create a giving strategy for the people and causes that mean so much to you, we are well positioned with advice and a plan that can give you greater confidence to pursue all of your life goals. Please visit http://www.rbcwealthmanagement.com/us/en/legal for important disclosure information. Investment and insurance products offered through RBC Wealth Management are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment risks, including possible loss of the principal amount invested. RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC.

Five years of growth, collaboration, and serving our clients at RBC! As we celebrate our 5th anniversary with RBC this m...
05/04/2026

Five years of growth, collaboration, and serving our clients at RBC!

As we celebrate our 5th anniversary with RBC this month, we are incredibly proud of the work this team has accomplished together. We've spent the last 5 years in many hours of client meetings, delivering and updating countless Wealth Plans, and navigating some interesting times in the markets together with our clients. Every year has strengthened our commitment to excellence and growing as a team. We've added a few new faces along the way, and are grateful for the resources, tools, and most of all the people at RBC that help us serve our clients in the best way possible.

A huge thank you to our clients for their continued trust and to this amazing group for making every day fun! Here's to many more!

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110 Franklin Road SE, Suite 400
Roanoke, VA
24011

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